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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
CYG
1826
Clean Yield Group
Vermont
$88.5K
FFA
1827
First Foundation Advisors
California
$87.8K
JFG
1828
JDM Financial Group
Texas
$87.5K
CB
1829
Chris Bulman
California
$87.5K +$77.2K +516 New
BONH
1830
Bank of New Hampshire
New Hampshire
$84.4K
AF
1831
Advisornet Financial
Minnesota
$84.1K -$1.79K -12 -2%
CFO
1832
CVA Family Office
Colorado
$84.1K +$2.39K +16 +3%
AWM
1833
Avior Wealth Management
Nebraska
$83.7K -$35.3K -236 -32%
MB
1834
Mizuho Bank
Japan
$81.4K +$71.8K +480 New
TSWM
1835
Tyler-Stone Wealth Management
Ohio
$80.7K
SMFG
1836
Sumitomo Mitsui Financial Group
Japan
$80.1K +$70.3K +470 New
OC
1837
Oakworth Capital
Alabama
$79K
PMFA
1838
Plante Moran Financial Advisors
Michigan
$78K +$20.9K +140 +44%
A
1839
AlphaQuest
New York
$75.3K +$65.2K +436 +5,450%
S
1840
Sachetta
Massachusetts
$74.6K -$8.08K -54 -10%
GBT
1841
Grove Bank & Trust
Florida
$71.9K -$84.4K -564 -57%
SIC
1842
Salem Investment Counselors
North Carolina
$71.2K -$4.19K -28 -6%
FCAS
1843
First Command Advisory Services
Texas
$70.5K -$5.08K -34 -8%
OCM
1844
Orion Capital Management
California
$69.2K +$15K +100 +32%
VCM
1845
Versant Capital Management
Arizona
$68.5K +$49.1K +328 +432%
AAP
1846
Arax Advisory Partners
Colorado
$67.5K +$42.8K +286 +255%
CPG
1847
Cornerstone Planning Group
New Jersey
$64.7K -$11.1K -74 -14%
BCMLT
1848
Beacon Capital Management LLC (Tennessee)
Tennessee
$63.4K +$49.7K +332 +790%
IFAM
1849
Institutional & Family Asset Management
Colorado
$62.4K -$3.89K -26 -7%
LIA
1850
Lynx Investment Advisory
District of Columbia
$60K +$52.9K +354 New

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.