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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
MA
1701
MONECO Advisors
Connecticut
$233K +$206K +1,374 New
CCA
1702
Childress Capital Advisors
Texas
$233K +$205K +1,372 New
CFG
1703
Carr Financial Group
Massachusetts
$232K +$205K +1,370 New
CFA
1704
Capstone Financial Advisors
Illinois
$232K +$204K +1,366 New
IC
1705
Inscription Capital
Texas
$232K +$204K +1,366 New
PWG
1706
Portside Wealth Group
Utah
$231K +$204K +1,362 New
PFA
1707
Plotkin Financial Advisors
Maryland
$230K +$203K +1,358 New
WCM
1708
Wedge Capital Management
North Carolina
$230K +$203K +1,356 New
LFS
1709
Legacy Financial Strategies
Kansas
$228K +$200K +1,338 New
PFGIA
1710
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$25.1K -168 -11%
SIG
1711
Sargent Investment Group
Maryland
$227K +$200K +1,340 New
BTWM
1712
Brass Tax Wealth Management
Ohio
$227K +$200K +1,338 New
LA
1713
Latitude Advisors
Florida
$227K +$200K +1,338 New
OMC
1714
Old Mission Capital
Illinois
$226K +$200K +1,334 New
RZH
1715
Relyea Zuckerberg Hanson
Connecticut
$226K +$199K +1,332 New
DCM
1716
Dudley Capital Management
Virginia
$225K +$199K +1,330 New
ITIM
1717
Indiana Trust & Investment Management
Indiana
$225K -$15K -100 -7%
SCP
1718
Sivia Capital Partners
California
$225K +$199K +1,328 New
GWM
1719
GSB Wealth Management
Connecticut
$224K +$198K +1,324 New
BWA
1720
Bordeaux Wealth Advisors
California
$224K -$61.6K -412 -24%
FMP
1721
Financial Management Professionals
Texas
$224K +$132K +880 +200%
CBTWT
1722
Community Bank & Trust (Waco, Texas)
Texas
$224K +$197K +1,320 New
CWA
1723
Consilium Wealth Advisory
Texas
$224K +$197K +1,320 New
WLIM
1724
White Lighthouse Investment Management
Massachusetts
$224K +$197K +1,320 New
CSC
1725
Caldwell Sutter Capital
California
$223K +$63.1K +422 +47%

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.