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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 %
WIM
1926
Westside Investment Management
California
$227K -$2.91K -16 -1%
BTWM
1927
Brass Tax Wealth Management
Ohio
$227K – – –
RFA
1928
Rollins Financial Advisors
New York
$227K – – –
BWM
1929
Baron Wealth Management
Michigan
$226K +$226K +1,244 New
GC
1930
Grimes & Company
Massachusetts
$226K -$12.7K -70 -5%
KWM
1931
Kolinsky Wealth Management
New Jersey
$226K +$182 +1 +0.1%
SGI
1932
Summit Global Investments
Utah
$225K +$225K +1,234 New
CWM
1933
Centurion Wealth Management
Virginia
$225K – – –
MWM
1934
Marion Wealth Management
Pennsylvania
$225K +$1.09K +6 +0.5%
HWP
1935
Heritage Wealth Partners
Ohio
$225K +$225K +1,236 New
FWA
1936
Flagship Wealth Advisors
Massachusetts
$225K +$225K +1,234 New
MWS
1937
MFA Wealth Services
California
$224K +$224K +1,231 New
BWA
1938
Boulder Wealth Advisors
Colorado
$224K -$4.37K -24 -2%
HAG
1939
HF Advisory Group
Maryland
$223K -$3.28K -18 -1%
VCWA
1940
Vanguard Capital Wealth Advisors
Colorado
$223K +$364 +2 +0.2%
BFM
1941
Boothbay Fund Management
New York
$223K -$3.44M -18,883 -94%
OPA
1942
Old Port Advisors
Maine
$223K -$3.28K -18 -1%
IAA
1943
Ironsides Asset Advisors
North Carolina
$223K – – –
PC
1944
Promus Capital
Illinois
$223K +$223K +1,224 New
NERM
1945
New England Research & Management
Illinois
$222K -$5.46K -30 -2%
CMS
1946
Capital Market Strategies
Florida
$222K +$6K +33 +3%
PCP
1947
Panoramic Capital Partners
Oregon
$222K +$222K +1,218 New
HIF
1948
Hill Island Financial
Michigan
$221K +$2.55K +14 +1%
PWM
1949
Palacios Wealth Management
Florida
$221K +$221K +1,262 New
NWWA
1950
New Wave Wealth Advisors
Arkansas
$220K -$5.1K -28 -2%
76 77
78
79 80