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Palo Alto Networks

2,065 hedge funds and large institutions have $85.1B invested in Palo Alto Networks in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 894 increasing their positions, 689 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 107

30% more repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 689

3% more funds holding

Funds holding: 2,0072,065 (+58)

1.53% more ownership

Funds ownership: 153.26%154.79% (+1.5%)

1% more capital invested

Capital invested by funds: $84.6B → $85.1B (+$477M)

25% less funds holding in top 10

Funds holding in top 10: 8161 (-20)

47% less call options, than puts

Call options by funds: $4.24B | Put options by funds: $7.93B

Holders
2,065
Holders Change
+58
Holders Change %
+2.89%
% of All Funds
29.65%
Holding in Top 10
61
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-24.69%
% of All Funds
0.88%
New
187
Increased
894
Reduced
689
Closed
107
Calls
$4.24B
Puts
$7.93B
Net Calls
-$3.69B
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1951
Oarsman Capital
Wisconsin
$34.2K +$33.7K +200 New
PSB
1952
Piscataqua Savings Bank
New Hampshire
$34.2K
PGAM
1953
Princeton Global Asset Management
New Jersey
$33.5K +$33K +196 New
PFA
1954
Pathway Financial Advisers
Indiana
$33.5K
MCM
1955
MidAtlantic Capital Management
Virginia
$32.1K
GWSA
1956
Global Wealth Strategies & Associates
Colorado
$32.1K +$3.03K +18 +11%
FPB
1957
First PREMIER Bank
South Dakota
$32K +$10.4K +62 +48%
TWD
1958
True Wealth Design
Ohio
$31.1K +$29.6K +176 +2,933%
PP
1959
Pacifica Partners
Canada
$30.8K
SC
1960
Steph & Co
Wisconsin
$30.4K +$6.73K +40 +29%
KWAG
1961
Kiely Wealth Advisory Group
North Carolina
$29.9K
SIS
1962
Strategic Investment Solutions
Illinois
$29.4K +$18.5K +110 +177%
SIS
1963
Sound Income Strategies
Florida
$29.4K +$22.6K +134 +353%
DCM
1964
Disciplina Capital Management
Tennessee
$29.4K +$29K +172 New
IUHSA
1965
Itau Unibanco Holding S.A.
Brazil
$29.1K +$28.6K +170 New
AW
1966
Avion Wealth
Texas
$29K +$2.36K +14 +9%
RTC
1967
Riverview Trust Company
Washington
$27.3K -$20.2K -120 -43%
AIM
1968
Anchor Investment Management
South Carolina
$26.7K
CAL
1969
Capital Advisors Ltd
Ohio
$26K +$13.8K +82 +114%
RA
1970
RiverPark Advisors
New York
$26K -$13.5K -80 -34%
FPFS
1971
First Personal Financial Services
North Carolina
$26K +$337 +2 +1%
AWM
1972
Abound Wealth Management
Tennessee
$25.3K +$337 +2 +1%
BHWM
1973
Beaird Harris Wealth Management
Texas
$24.6K
SIC
1974
SJS Investment Consulting
Ohio
$24.3K +$15.1K +90 +173%
Loomis, Sayles & Company
1975
Loomis, Sayles & Company
Massachusetts
$24K -$275K -1,636 -92%

PANW Hedge Fund Activity: Q3 2024 in Review

2,065 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q3 2024, worth a combined $85.1B — up 0.56% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new PANW positions and 107 closed out — a net gain of 80 holders — while 894 added to existing stakes and 689 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.09B. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $421M.

  • 2,065 institutional investors held Palo Alto Networks (PANW) as of Q3 2024, up from 2,007 in Q2 2024.
  • Funds reported $85.1B of Palo Alto Networks stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 187 funds opened new Palo Alto Networks positions in Q3 2024 and 107 closed out, a net change of +80 holders.
  • The largest Palo Alto Networks buyer in Q3 2024 was International Assets Investment Management, an estimated $1.09B added.
  • The largest Palo Alto Networks seller in Q3 2024 was Canada Pension Plan Investment Board, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2024.