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Palo Alto Networks

2,008 hedge funds and large institutions have $84.6B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 904 increasing their positions, 597 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 138

65% more funds holding in top 10

Funds holding in top 10: 4981 (+32)

51% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 597

21% more capital invested

Capital invested by funds: $70B → $84.6B (+$14.6B)

6% more funds holding

Funds holding: 1,9002,008 (+108)

0.42% more ownership

Funds ownership: 152.84%153.26% (+0.42%)

42% less call options, than puts

Call options by funds: $4.71B | Put options by funds: $8.06B

Holders
2,008
Holders Change
+108
Holders Change %
+5.68%
% of All Funds
29%
Holding in Top 10
81
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+65.31%
% of All Funds
1.17%
New
271
Increased
904
Reduced
597
Closed
138
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1651
PBMares Wealth Management
Virginia
$256K
FWI
1652
Facet Wealth Inc
Maryland
$254K +$12K +80 +5%
ASGS
1653
Alpha Square Group S
New York
$254K -$150K -1,000 -40%
CSI
1654
Cross Staff Investments
New York
$254K
LI
1655
Lafayette Investments
Maryland
$254K
KFS
1656
Kaizen Financial Strategies
California
$254K -$2.99K -20 -1%
GF
1657
Gries Financial
Ohio
$254K +$8.38K +56 +4%
TH
1658
TCTC Holdings
Texas
$250K
IAS
1659
Investment Advisory Services
Texas
$250K +$220K +1,474 New
SRC
1660
Shufro Rose & Co
New York
$249K +$220K +1,470 New
AB
1661
Atlas Brown
Kentucky
$249K +$219K +1,466 New
GC
1662
Garde Capital
Washington
$248K +$2.99K +20 +1%
LFA
1663
Legacy Financial Advisors
Kentucky
$247K +$1.5K +10 +0.7%
RFA
1664
Register Financial Advisors
Georgia
$245K -$3.89K -26 -2%
NWM
1665
Northwest Wealth Management
Iowa
$245K +$897 +6 +0.4%
KA
1666
Klingman & Associates
New York
$244K +$215K +1,440 New
ACP
1667
Aveo Capital Partners
Colorado
$244K -$11.1K -74 -5%
CWM
1668
Concentric Wealth Management
California
$243K
BIA
1669
Bigelow Investment Advisors
Maine
$243K +$214K +1,434 New
NCM
1670
NCM Capital Management
New Jersey
$243K
EL
1671
EWA LLC
Pennsylvania
$243K +$10.5K +70 +5%
HFP
1672
Holistic Financial Partners
Indiana
$242K +$1.5K +10 +0.7%
OFS
1673
Orrstown Financial Services
Pennsylvania
$242K +$214K +1,430 New
SFB
1674
STAR Financial Bank
Indiana
$242K +$213K +1,426 New
BC
1675
Bridgefront Capital
Texas
$241K -$48.5K -324 -19%

PANW Hedge Fund Activity: Q2 2024 in Review

2,008 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2024, worth a combined $84.6B — up 21% from $70B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new PANW positions and 138 closed out — a net gain of 133 holders — while 904 added to existing stakes and 597 trimmed.

The largest buyer was UBS AM, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $614M.

  • 2,008 institutional investors held Palo Alto Networks (PANW) as of Q2 2024, up from 1,900 in Q1 2024.
  • Funds reported $84.6B of Palo Alto Networks stock for Q2 2024, up 21% quarter-over-quarter.
  • 271 funds opened new Palo Alto Networks positions in Q2 2024 and 138 closed out, a net change of +133 holders.
  • The largest Palo Alto Networks buyer in Q2 2024 was UBS AM, an estimated $337M added.
  • The largest Palo Alto Networks seller in Q2 2024 was Norges Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2024.