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Palo Alto Networks
PANW

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: 49 → 81 (+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: 1,900 → 2,008 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$337M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
3
BlackRock
BlackRock
New York
+$277M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$270M
5
Bank of America
Bank of America
North Carolina
+$226M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$614M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$570M
3
Jennison Associates
Jennison Associates
New York
-$215M
4
Franklin Resources
Franklin Resources
California
-$172M
5
N
Nuveen
North Carolina
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1751
Bill Few Associates
Pennsylvania
$210K +$185K +1,240 New
HAG
1752
HF Advisory Group
Maryland
$210K +$185K +1,236 New
SFPG
1753
Stonebridge Financial Planning Group
Florida
$208K +$184K +1,230 New
PFS
1754
Physicians Financial Services
North Carolina
$208K +$184K +1,230 New
WA
1755
WP Advisors
California
$208K +$183K +1,226 New
IAA
1756
Ironsides Asset Advisors
North Carolina
$207K +$183K +1,224 New
HS
1757
Horan Securities
United States
$207K +$182K +1,220 New
RFA
1758
Rollins Financial Advisors
New York
$206K +$182K +1,218 New
BMCM
1759
Burns Matteson Capital Management
New York
$206K +$182K +1,214 New
CF
1760
Convergence Financial
Missouri
$206K +$182K +1,214 New
RFA
1761
Resurgent Financial Advisors
Georgia
$205K +$181K +1,210 New
SFCL
1762
Strengthening Families & Communities LLC
Massachusetts
$205K +$181K +1,208 New
CPWA
1763
Cerro Pacific Wealth Advisors
California
$204K +$180K +1,206 New
CWM
1764
Core Wealth Management
Florida
$204K +$180K +1,204 New
WAAG
1765
Wealth Alliance Advisory Group
Kansas
$204K +$180K +1,202 New
VCWA
1766
Vanguard Capital Wealth Advisors
Colorado
$203K +$179K +1,200 New
CPG
1767
Custom Portfolio Group
Colorado
$203K – – –
BWM
1768
Baron Wealth Management
Michigan
$203K +$179K +1,200 New
BWA
1769
BlueSky Wealth Advisors
North Carolina
$203K +$179K +1,200 New
HIF
1770
Hill Island Financial
Michigan
$203K +$179K +1,200 New
MSA
1771
McAlister Sweet & Associates
Texas
$203K +$179K +1,200 New
HNWAG
1772
High Net Worth Advisory Group
Florida
$202K +$179K +1,194 New
PAM
1773
Peak Asset Management
Colorado
$201K +$178K +1,188 New
XF
1774
XML Financial
Maryland
$200K +$177K +1,182 New
KIA
1775
KCM Investment Advisors
California
$200K +$176K +1,180 New
69 70
71
72 73

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.