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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 %
PA
1901
Promethium Advisors
Maryland
$237K – – –
SSWM
1902
Smith Salley Wealth Management
North Carolina
$236K +$236K +1,298 New
MAWA
1903
Moss Adams Wealth Advisors
Washington
$236K +$12.6K +69 +6%
MAM
1904
Martingale Asset Management
Massachusetts
$236K +$236K +1,296 New
FFA
1905
Founders Financial Alliance
North Carolina
$235K – – –
GPWM
1906
Grant Private Wealth Management
California
$235K +$235K +1,294 New
DI
1907
Disciplined Investors
Texas
$235K +$235K +1,401 New
LGG
1908
Luts & Greenleigh Group
Maryland
$235K -$364 -2 -0.2%
4WM
1909
49 Wealth Management
Texas
$235K +$1.09K +6 +0.5%
AAS
1910
Annex Advisory Services
Wisconsin
$234K +$234K +1,288 New
FHC
1911
First Heartland Consultants
Missouri
$234K +$234K +1,284 New
YP
1912
YANKCOM Partnership
South Dakota
$233K +$233K +1,282 New
BPW
1913
Bingham Private Wealth
California
$233K +$233K +1,282 New
MAG
1914
MRA Advisory Group
New Jersey
$232K +$4.19K +23 +2%
SWM
1915
Shelton Wealth Management
Texas
$232K +$232K +1,275 New
FPCP
1916
Fort Point Capital Partners
California
$232K +$13.1K +72 +6%
AGP
1917
Autumn Glory Partners
Texas
$231K -$231K -1,268 -50%
SAF
1918
Smith Anglin Financial
Texas
$231K +$1.82K +10 +0.8%
HC
1919
Hara Capital
Washington
$229K +$115K +630 +100%
BCG
1920
BayBridge Capital Group
California
$229K +$229K +1,260 New
WCM
1921
Wedge Capital Management
North Carolina
$229K – – –
WWM
1922
Wagner Wealth Management
South Carolina
$229K +$229K +1,258 New
SMH
1923
Sanders Morris Harris
Texas
$228K – – –
CI
1924
Ceera Investments
Texas
$227K – – –
FMWA
1925
Forvis Mazars Wealth Advisors
Missouri
$227K – – –
75 76
77
78 79