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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 %
RCG
1826
Regatta Capital Group
California
$273K +$273K +1,499 New
CIS
1827
Custom Index Systems
New York
$273K +$3.64K +20 +1%
RIS
1828
Richmond Investment Services
Wisconsin
$273K +$273K +1,498 New
AP
1829
Adero Partners
California
$271K -$50.2K -276 -16%
RIM
1830
Rockbridge Investment Management
New York
$271K +$271K +1,490 New
HIIFS
1831
Harel Insurance Investments & Financial Services
Israel
$271K -$4.35M -23,920 -94%
CG
1832
Cynosure Group
Utah
$271K -$138K -756 -34%
MFIM
1833
Mesirow Financial Investment Management
Illinois
$270K -$26.2K -144 -9%
CCP
1834
Clarity Capital Partners
California
$269K +$269K +1,480 New
TH
1835
TCTC Holdings
Texas
$269K – – –
SW
1836
SkyOak Wealth
Michigan
$266K -$6.55K -36 -2%
IWN
1837
Independent Wealth Network
Iowa
$266K +$4.73K +26 +2%
CF
1838
Convergence Financial
Missouri
$265K +$34.6K +190 +15%
JPG
1839
Jordan Park Group
California
$264K – – –
SFM
1840
Signet Financial Management
New Jersey
$263K +$263K +1,445 New
WA
1841
Wealth Architects
California
$263K -$20.4K -112 -7%
SWMP
1842
Signature Wealth Management Partners
New Jersey
$262K +$3.64K +20 +1%
BFA
1843
Bragg Financial Advisors
North Carolina
$262K – – –
BBA
1844
Baader Bank Aktiengesellschaft
Germany
$262K -$44.8K -246 -15%
MG
1845
McHugh Group
Ohio
$262K +$262K +1,440 New
EPW
1846
Evergreen Private Wealth
Colorado
$261K +$1.09K +6 +0.4%
NCM
1847
NCM Capital Management
New Jersey
$261K – – –
SFPG
1848
Stonebridge Financial Planning Group
Florida
$260K +$36.4K +200 +16%
OCM
1849
Objective Capital Management
Ohio
$260K -$40K -220 -13%
IF
1850
Intrua Financial
Texas
$260K +$27.3K +150 +12%
72 73
74
75 76