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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
SWMP
1676
Signature Wealth Management Partners
New Jersey
$241K
AWM
1677
Aprio Wealth Management
Georgia
$241K +$212K +1,420 New
GCA
1678
Gradient Capital Advisors
California
$241K +$212K +1,420 New
GB
1679
Goepper Burkhardt
South Carolina
$240K -$115K -772 -35%
Capstone Investment Advisors
1680
Capstone Investment Advisors
New York
$239K -$2.28M -15,258 -92%
MFIM
1681
Mesirow Financial Investment Management
Illinois
$239K -$64K -428 -23%
SFO
1682
Stokes Family Office
Louisiana
$238K -$129K -864 -38%
CCIA
1683
Cherry Creek Investment Advisors
Colorado
$238K -$85K -568 -29%
T
1684
TCWP
Ohio
$238K +$210K +1,406 New
FFG
1685
Frisch Financial Group
New York
$238K
IWN
1686
Independent Wealth Network
Iowa
$238K +$210K +1,404 New
BCM
1687
Blume Capital Management
California
$237K
CWM
1688
Calamos Wealth Management
Illinois
$237K +$209K +1,400 New
WF
1689
Wayfinding Financial
Washington
$237K -$2.99K -20 -1%
BFG
1690
Beacon Financial Group
Texas
$237K +$209K +1,398 New
WFI
1691
West Family Investments
California
$237K +$209K +1,396 New
ETIA
1692
Epic Trust Investment Advisors
Washington
$236K -$74.8K -500 -26%
APA
1693
Astoria Portfolio Advisors
New York
$236K +$209K +1,394 New
KWM
1694
Kolinsky Wealth Management
New Jersey
$235K +$207K +1,386 New
PA
1695
Perennial Advisors
New York
$234K +$206K +1,380 New
SC
1696
Schoolcraft Capital
Colorado
$234K +$206K +1,380 New
AI
1697
Accredited Investors
Minnesota
$234K +$206K +1,378 New
OWA
1698
Outlook Wealth Advisors
Texas
$234K +$206K +1,378 New
CA
1699
Calton & Associates
Florida
$233K +$206K +1,374 New
CWG
1700
Crown Wealth Group
North Carolina
$233K +$206K +1,374 New

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.