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Palo Alto Networks

2,291 hedge funds and large institutions have $94.3B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 952 increasing their positions, 724 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 92

31% more repeat investments, than reductions

Existing positions increased: 952 | Existing positions reduced: 724

18% more funds holding in top 10

Funds holding in top 10: 6172 (+11)

11% more funds holding

Funds holding: 2,0652,291 (+226)

11% more capital invested

Capital invested by funds: $85.1B → $94.3B (+$9.27B)

50% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $7.94B

76.9% less ownership

Funds ownership: 154.79%77.89% (-77%)

Holders
2,291
Holders Change
+226
Holders Change %
+10.94%
% of All Funds
30.18%
Holding in Top 10
72
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.03%
% of All Funds
0.95%
New
355
Increased
952
Reduced
724
Closed
92
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
I
1801
InceptionR
California
$296K -$199K -1,054 -39%
MHWM
1802
Montz Harcus Wealth Management
Louisiana
$296K
PWM
1803
PBMares Wealth Management
Virginia
$296K +$14.5K +77 +5%
GC
1804
Garde Capital
Washington
$294K +$28.3K +150 +10%
CC
1805
Chicago Capital
Illinois
$293K +$304K +1,611 New
CCA
1806
Cobblestone Capital Advisors
New York
$293K +$15.5K +82 +5%
MW
1807
MBL Wealth
North Carolina
$293K +$304K +1,610 New
EA
1808
Ellsworth Advisors
Ohio
$292K
BWP
1809
BSW Wealth Partners
Colorado
$292K +$65.6K +347 +28%
PCM
1810
Princeton Capital Management
New Jersey
$292K +$25.3K +134 +9%
CA
1811
Cullinan Associates
Kentucky
$291K -$113K -600 -27%
AWM
1812
AllSquare Wealth Management
New York
$291K
CNBTD
1813
Citizens National Bank Trust Department
Mississippi
$291K
RFA
1814
Register Financial Advisors
Georgia
$291K +$28.3K +150 +10%
FFP
1815
FourThought Financial Partners
Florida
$290K +$301K +1,594 New
WG
1816
Wealth Group
North Carolina
$290K +$7.93K +42 +3%
AIM
1817
Aspen Investment Management
Michigan
$290K +$301K +1,593 New
CFG
1818
Carr Financial Group
Massachusetts
$290K +$30.6K +162 +11%
OWA
1819
Octavia Wealth Advisors
Ohio
$289K -$17.4K -92 -5%
GF
1820
Gabelli Funds
New York
$289K -$10.6K -56 -3%
GCA
1821
Gradient Capital Advisors
California
$289K -$3.02K -16 -1%
GA
1822
Geller Advisors
New York
$288K +$35.5K +188 +13%
PMG
1823
ProVise Management Group
Florida
$287K
MWAM
1824
Manhattan West Asset Management
California
$287K +$4.34K +23 +1%
NP
1825
Nilsine Partners
Colorado
$286K +$4.91K +26 +2%

PANW Hedge Fund Activity: Q4 2024 in Review

2,291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2024, worth a combined $94.3B — up 11% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new PANW positions and 92 closed out — a net gain of 263 holders — while 952 added to existing stakes and 724 trimmed.

The largest buyer was BlackRock, adding an estimated $396M. The largest seller was International Assets Investment Management, cutting an estimated $1.23B.

  • 2,291 institutional investors held Palo Alto Networks (PANW) as of Q4 2024, up from 2,065 in Q3 2024.
  • Funds reported $94.3B of Palo Alto Networks stock for Q4 2024, up 11% quarter-over-quarter.
  • 355 funds opened new Palo Alto Networks positions in Q4 2024 and 92 closed out, a net change of +263 holders.
  • The largest Palo Alto Networks buyer in Q4 2024 was BlackRock, an estimated $396M added.
  • The largest Palo Alto Networks seller in Q4 2024 was International Assets Investment Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2024.