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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
LGG
1726
Luts & Greenleigh Group
Maryland
$223K +$197K +1,316 New
TWA
1727
Talisman Wealth Advisors
New Jersey
$223K +$197K +1,316 New
CIC
1728
Cornercap Investment Counsel
Georgia
$223K -$2.94M -19,678 -94%
KAS
1729
KPP Advisory Services
Kentucky
$221K +$195K +1,304 New
SGCA
1730
Steel Grove Capital Advisors
Tennessee
$221K -$97.5K -652 -33%
SCG
1731
Sonata Capital Group
Washington
$220K +$194K +1,300 New
JWM
1732
JGP Wealth Management
Oregon
$220K +$194K +1,296 New
FFA
1733
Founders Financial Alliance
North Carolina
$219K +$194K +1,294 New
DOA
1734
D'Orazio & Associates
Virginia
$219K +$193K +1,292 New
OPA
1735
Old Port Advisors
Maine
$219K +$193K +1,290 New
HB
1736
Horizon Bancorp
Indiana
$218K +$33.5K +224 +21%
CWA
1737
Cascade Wealth Advisors
Washington
$218K +$203K +1,360 New
AT
1738
Arvest Trust
Oklahoma
$218K -$151K -1,012 -44%
FM
1739
Family Management
New York
$218K +$192K +1,284 New
WP
1740
WealthPLAN Partners
Nebraska
$218K +$192K +1,284 New
BFIM
1741
Beese Fulmer Investment Management
Ohio
$217K +$191K +1,278 New
GAM
1742
Gemmer Asset Management
California
$217K +$191K +1,278 New
OWA
1743
Opal Wealth Advisors
New York
$216K -$26.6K -178 -12%
AIA
1744
Alera Investment Advisors
Illinois
$216K +$191K +1,276 New
WIM
1745
Westside Investment Management
California
$214K
MCA
1746
Millennium Capital Advisors
Arkansas
$214K +$188K +1,260 New
APF
1747
Alaska Permanent Fund
Alaska
$213K -$19.4K -130 -9%
SMH
1748
Sanders Morris Harris
Texas
$213K +$188K +1,254 New
CI
1749
Ceera Investments
Texas
$212K +$187K +1,250 New
SFG
1750
Sovereign Financial Group
Connecticut
$210K -$159K -1,060 -46%

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.