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Palo Alto Networks
PANW

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: 49 → 81 (+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: 1,900 → 2,008 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$337M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
3
BlackRock
BlackRock
New York
+$277M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$270M
5
Bank of America
Bank of America
North Carolina
+$226M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$614M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$570M
3
Jennison Associates
Jennison Associates
New York
-$215M
4
Franklin Resources
Franklin Resources
California
-$172M
5
N
Nuveen
North Carolina
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
1976
DecisionPoint Financial
Arizona
$4.22K – – –
CSB
1977
City State Bank
Iowa
$4.07K – – –
EBA
1978
Eagle Bay Advisors
New York
$4.07K – – –
JGIA
1979
Jackson Grant Investment Advisers
Connecticut
$4.07K – – –
KFI
1980
Key Financial Inc
Pennsylvania
$4.07K – – –
TAM
1981
Tucker Asset Management
Colorado
$4.07K – – –
MFA
1982
McClarren Financial Advisors
Pennsylvania
$4K +$101K +678 New
CAM
1983
Chesapeake Asset Management
New York
$3.73K – – –
CHA
1984
Carmichael Hill & Associates
Maryland
$3.39K – – –
BCH
1985
Berkshire Capital Holdings
California
$3.39K – – –
CIM
1986
Contravisory Investment Management
Massachusetts
$3.39K – – –
MSG
1987
Main Street Group
Virginia
$3.07K – – –
CIA
1988
Cape Investment Advisory
Georgia
$3.05K -$29.9K -200 -92%
TCM
1989
TruNorth Capital Management
Michigan
$3.05K – – –
EFMH
1990
E Fund Management (HK)
Hong Kong
$2K +$1.79K +12 New
DF
1991
Dunhill Financial
United Kingdom
$1.8K +$1.5K +10 New
DWA
1992
Delos Wealth Advisors
Texas
$1.7K – – –
CIR
1993
Clear Investment Research
Georgia
$1.7K – – –
DI
1994
DAGCO Inc
Ohio
$1.7K +$1.5K +10 New
WOSD
1995
WFA of San Diego
California
$1.36K +$1.2K +8 New
FNWA
1996
Financial Network Wealth Advisors
Utah
$1.36K +$1.2K +8 New
TWD
1997
True Wealth Design
Ohio
$1.02K -$299 -2 -25%
DFA
1998
DHJJ Financial Advisors
Illinois
$1.02K – – –
PS
1999
PayPay Securities
Japan
$1.02K -$3.89K -26 -81%
HCM
2000
Horrell Capital Management
Arkansas
$1K – – –
78 79
80
81 82

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.