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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
SCA
1926
Stuart Chaussee & Associates
California
$17.3K
MSWM
1927
Mowery & Schoenfeld Wealth Management
Illinois
$17K
PCWA
1928
Pacific Capital Wealth Advisors
California
$16.6K +$14.7K +98 New
CMP
1929
Coston McIsaac & Partners
Maine
$16K
RWML
1930
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$15.3K
SSG
1931
Summit Securities Group
New York
$15K +$12.9K +86 New
JWM
1932
Janiczek Wealth Management
Colorado
$14.9K
TFF
1933
The Family Firm
Maryland
$14.6K +$12.9K +86 New
SN
1934
Sittner & Nelson
Oregon
$14.2K
AEPWM
1935
Atlantic Edge Private Wealth Management
Florida
$13.6K +$4.49K +30 +60%
TFM
1936
TFC Financial Management
Massachusetts
$13.6K +$10.2K +68 +567%
PWMG
1937
Private Wealth Management Group
New Jersey
$13.2K
TIM
1938
Tortoise Investment Management
New York
$13.2K -$5.98K -40 -34%
RF
1939
Robinswood Financial
Washington
$13.2K -$1.2K -8 -9%
RTL
1940
Red Tortoise LLC
Georgia
$13.2K
JAM
1941
JCIC Asset Management
Ontario, Canada
$12.9K
JWA
1942
JFS Wealth Advisors
Pennsylvania
$12.2K -$17.1K -114 -61%
CAL
1943
Capital Advisors Ltd
Ohio
$12K +$8.97K +60 +500%
NAAA
1944
New Age Alpha Advisors
New York
$11.9K +$10.5K +70 New
GGI
1945
Godsey & Gibb Inc
Virginia
$11.2K
MA
1946
MCF Advisors
Kentucky
$11.2K +$3.59K +24 +57%
WAS
1947
Winch Advisory Services
Wisconsin
$11.2K
PWMG
1948
Prestige Wealth Management Group
New Jersey
$10.2K +$1.2K +8 +15%
NI
1949
NCP Inc
California
$10.2K -$4.49K -30 -33%
CWA
1950
Carolina Wealth Advisors
South Carolina
$10.2K

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.