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Palo Alto Networks

2,065 hedge funds and large institutions have $85.1B invested in Palo Alto Networks in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 894 increasing their positions, 689 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 107

30% more repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 689

3% more funds holding

Funds holding: 2,0072,065 (+58)

1.53% more ownership

Funds ownership: 153.26%154.79% (+1.5%)

1% more capital invested

Capital invested by funds: $84.6B → $85.1B (+$477M)

25% less funds holding in top 10

Funds holding in top 10: 8161 (-20)

47% less call options, than puts

Call options by funds: $4.24B | Put options by funds: $7.93B

Holders
2,065
Holders Change
+58
Holders Change %
+2.89%
% of All Funds
29.65%
Holding in Top 10
61
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.69%
% of All Funds
0.88%
New
187
Increased
894
Reduced
689
Closed
107
Calls
$4.24B
Puts
$7.93B
Net Calls
-$3.69B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
1776
STAR Financial Bank
Indiana
$221K -$21.9K -130 -9%
FFA
1777
Founders Financial Alliance
North Carolina
$221K
CFC
1778
Coyle Financial Counsel
Illinois
$221K +$219K +1,304 New
TWA
1779
Talisman Wealth Advisors
New Jersey
$221K
LGG
1780
Luts & Greenleigh Group
Maryland
$221K -$4.04K -24 -2%
4WM
1781
49 Wealth Management
Texas
$219K +$216K +1,284 New
CPP
1782
Capasso Planning Partners
South Carolina
$219K +$216K +1,284 New
MCA
1783
Millennium Capital Advisors
Arkansas
$219K +$3.37K +20 +2%
IC
1784
Iconiq Capital
California
$218K +$215K +1,278 New
IF
1785
Intrua Financial
Texas
$218K +$215K +1,278 New
CWS
1786
Confluence Wealth Services
Pennsylvania
$218K +$214K +1,274 New
CF
1787
Convergence Financial
Missouri
$216K +$8.75K +52 +4%
CFS
1788
Commonwealth Financial Services
West Virginia
$216K +$220K +1,310 New
WCM
1789
Wedge Capital Management
North Carolina
$215K -$16.5K -98 -7%
BWP
1790
BSW Wealth Partners
Colorado
$215K +$212K +1,258 New
SAF
1791
Smith Anglin Financial
Texas
$215K +$212K +1,258 New
MAG
1792
MRA Advisory Group
New Jersey
$214K -$46.1K -274 -18%
SMH
1793
Sanders Morris Harris
Texas
$214K
BWA
1794
Boulder Wealth Advisors
Colorado
$214K +$211K +1,254 New
NERM
1795
New England Research & Management
Illinois
$214K -$446K -2,650 -68%
CI
1796
Ceera Investments
Texas
$214K
BTWM
1797
Brass Tax Wealth Management
Ohio
$213K -$15.1K -90 -7%
FMWA
1798
Forvis Mazars Wealth Advisors
Missouri
$213K +$210K +1,248 New
RFA
1799
Rollins Financial Advisors
New York
$213K +$4.71K +28 +2%
HAG
1800
HF Advisory Group
Maryland
$213K +$1.35K +8 +0.6%

PANW Hedge Fund Activity: Q3 2024 in Review

2,065 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2024, worth a combined $85.1B — up 0.56% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PANW positions and 107 closed out — a net gain of 80 holders — while 894 added to existing stakes and 689 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.09B. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $421M.

  • 2,065 institutional investors held Palo Alto Networks (PANW) as of Q3 2024, up from 2,007 in Q2 2024.
  • Funds reported $85.1B of Palo Alto Networks stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 187 funds opened new Palo Alto Networks positions in Q3 2024 and 107 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q3 2024 was International Assets Investment Management, an estimated $1.09B added.
  • The largest Palo Alto Networks seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2024.