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Palo Alto Networks
PANW

Overview Fund Activity

2,264 hedge funds and large institutions have $93.7B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 945 increasing their positions, 717 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
+218
Holders Change %
+10.65%
% of All Funds
30.13%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
0.96%
New
347
Increased
945
Reduced
717
Closed
91
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
Citigroup
Citigroup
New York
+$350M
3
SG Americas Securities
SG Americas Securities
New York
+$272M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$251M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.17B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$329M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1626
Sterling Investment Counsel
New York
$407K -$1.46M -8,026 -78%
MW
1627
Marcum Wealth
Ohio
$405K +$11.8K +65 +3%
CAG
1628
Csenge Advisory Group
Florida
$404K +$39.3K +216 +11%
HAS
1629
HBW Advisory Services
California
$403K +$54.4K +299 +16%
KMWM
1630
Keudell/Morrison Wealth Management
Oregon
$401K -$6.55K -36 -2%
KFS
1631
Kaizen Financial Strategies
California
$400K +$109K +600 +38%
CWA
1632
Cura Wealth Advisors
Illinois
$400K +$400K +2,200 New
CC
1633
Constitution Capital
Connecticut
$400K +$400K +2,200 New
FAM
1634
Flaharty Asset Management
Florida
$399K +$99K +544 +33%
HFS
1635
Howard Financial Services
Texas
$398K +$22.6K +124 +6%
PFS
1636
Physicians Financial Services
North Carolina
$398K +$18.9K +104 +5%
AA
1637
Alta Advisers
United Kingdom
$397K +$69.9K +384 +21%
AC
1638
ASB Consultores
Florida
$397K +$4.37K +24 +1%
WJWM
1639
Williams Jones Wealth Management
New York
$397K +$38.6K +212 +11%
CWM
1640
Cornerstone Wealth Management
Missouri
$395K +$22.6K +124 +6%
LAM
1641
Lewis Asset Management
California
$394K +$364 +2 +0.1%
NWM
1642
Nova Wealth Management
Florida
$394K +$394K +2,164 New
ZIG
1643
Zullo Investment Group
Pennsylvania
$393K -$20K -110 -5%
PIWA
1644
Prevail Innovative Wealth Advisors
Kansas
$392K -$146K -800 -27%
TPCW
1645
TD Private Client Wealth
New York
$391K +$10.7K +59 +3%
AF
1646
Apexium Financial
Texas
$391K +$11.3K +62 +3%
MEAC
1647
M.E. Allison & Co
Texas
$390K +$390K +2,142 New
CA
1648
Crewe Advisors
Utah
$389K -$364 -2 -0.1%
1WA
1649
180 Wealth Advisors
Washington
$387K +$97.7K +537 +34%
PIA
1650
Prakash Investment Advisors
Massachusetts
$386K +$386K +2,124 New
64 65
66
67 68