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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
SIS
1951
Strategic Investment Solutions
Illinois
$10.1K +$9.27K +62 New
EC
1952
Elequin Capital
New York
$9.83K +$8.68K +58 New
UWS
1953
Unique Wealth Strategies
Illinois
$9.66K +$10.2K +68 New
SC
1954
Solstein Capital
California
$9.15K
SIC
1955
SJS Investment Consulting
Ohio
$8.82K +$4.79K +32 +160%
CAM
1956
Costello Asset Management
Pennsylvania
$8.47K -$97.2K -650 -93%
VF
1957
VitalStone Financial
Texas
$8.47K +$2.99K +20 +67%
AFWM
1958
Abich Financial Wealth Management
Virginia
$8.14K +$7.18K +48 New
HWM
1959
HighMark Wealth Management
Minnesota
$7.46K
CWM
1960
CarsonAllaria Wealth Management
Illinois
$6.78K
CAM
1961
Creekmur Asset Management
Illinois
$6.78K +$5.98K +40 New
SIS
1962
Sound Income Strategies
Florida
$6.44K
FFO
1963
Fortitude Family Office
Arizona
$6.44K +$5.68K +38 New
MWA
1964
MFA Wealth Advisors
Pennsylvania
$6.44K +$5.68K +38 New
W
1965
WealthCollab
Washington
$6.1K
BHWM
1966
Bay Harbor Wealth Management
Maryland
$6.1K
LFA
1967
LGT Financial Advisors
Texas
$6.1K
MWM
1968
Mascoma Wealth Management
New Hampshire
$6.1K
CCMI
1969
Creative Capital Management Investments
California
$5.76K
BFS
1970
Bare Financial Services
Pennsylvania
$5.2K
VWA
1971
Valued Wealth Advisors
Utah
$5.09K +$1.2K +8 +36%
AFG
1972
Albion Financial Group
Utah
$4.75K
CTWM
1973
Cherry Tree Wealth Management
Minnesota
$4.75K
ETS
1974
ESL Trust Services
New York
$4.75K +$4.19K +28 New
DPW
1975
DiNuzzo Private Wealth
Pennsylvania
$4.41K +$598 +4 +18%

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.