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Palo Alto Networks
PANW

Overview Fund Activity

2,264 hedge funds and large institutions have $93.7B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 945 increasing their positions, 717 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
+218
Holders Change %
+10.65%
% of All Funds
30.13%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
0.96%
New
347
Increased
945
Reduced
717
Closed
91
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
Citigroup
Citigroup
New York
+$350M
3
SG Americas Securities
SG Americas Securities
New York
+$272M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$251M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.17B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$329M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1776
J2 Capital Management
Michigan
$298K +$298K +1,637 New
VFA
1777
Values First Advisors
Tennessee
$298K -$149K -819 -33%
ECA
1778
Elevated Capital Advisors
Utah
$297K +$297K +1,631 New
EL
1779
Essex LLC
Illinois
$297K -$8.01K -44 -3%
I
1780
InceptionR
California
$296K -$192K -1,054 -39%
MHWM
1781
Montz Harcus Wealth Management
Louisiana
$296K – – –
PWM
1782
PBMares Wealth Management
Virginia
$296K +$14K +77 +5%
GC
1783
Garde Capital
Washington
$294K +$27.3K +150 +10%
CC
1784
Chicago Capital
Illinois
$293K +$293K +1,611 New
CCA
1785
Cobblestone Capital Advisors
New York
$293K +$14.9K +82 +5%
MW
1786
MBL Wealth
North Carolina
$293K +$293K +1,610 New
EA
1787
Ellsworth Advisors
Ohio
$292K – – –
BWP
1788
BSW Wealth Partners
Colorado
$292K +$63.1K +347 +28%
PCM
1789
Princeton Capital Management
New Jersey
$292K +$24.4K +134 +9%
CA
1790
Cullinan Associates
Kentucky
$291K -$109K -600 -27%
AWM
1791
AllSquare Wealth Management
New York
$291K – – –
CNBTD
1792
Citizens National Bank Trust Department
Mississippi
$291K – – –
RFA
1793
Register Financial Advisors
Georgia
$291K +$27.3K +150 +10%
FFP
1794
FourThought Financial Partners
Florida
$290K +$290K +1,594 New
WG
1795
Wealth Group
North Carolina
$290K +$7.63K +42 +3%
AIM
1796
Aspen Investment Management
Michigan
$290K +$290K +1,593 New
CFG
1797
Carr Financial Group
Massachusetts
$290K +$29.5K +162 +11%
OWA
1798
Octavia Wealth Advisors
Ohio
$289K -$16.7K -92 -5%
GF
1799
Gabelli Funds
New York
$289K -$10.2K -56 -3%
GCA
1800
Gradient Capital Advisors
California
$289K -$2.91K -16 -1%
70 71
72
73 74