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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 %
RFA
1976
Resurgent Financial Advisors
Georgia
$213K -$2.73K -15 -1%
PCS
1977
Personal CFO Solutions
New Jersey
$213K +$213K +1,168 New
GLA
1978
Good Life Advisors
Pennsylvania
$212K -$56.6K -311 -21%
WB
1979
Webster Bank
Connecticut
$212K +$27.5K +151 +15%
HFP
1980
Holistic Financial Partners
Indiana
$212K +$212K +1,166 New
CPA
1981
Capital Performance Advisors
California
$212K +$107K +587 +102%
WF
1982
Whelan Financial
California
$212K +$212K +1,164 New
SIA
1983
Soltis Investment Advisors
Utah
$212K -$5.99M -32,930 -97%
CCC
1984
Compass Capital Corp
Massachusetts
$212K +$212K +1,118 New
MS
1985
Maven Securities
Jersey
$211K -$2.66M -14,622 -93%
TCM
1986
Tradewinds Capital Management
Washington
$211K – – –
IPWA
1987
International Private Wealth Advisors
California
$211K +$211K +1,160 New
CWM
1988
Campbell Wealth Management
Virginia
$211K +$211K +1,158 New
WA
1989
WBH Advisory
Maryland
$210K +$210K +1,152 New
KIA
1990
KCM Investment Advisors
California
$209K -$146K -800 -41%
RWI
1991
Red Wave Investments
Pennsylvania
$209K +$209K +1,150 New
BAG
1992
Bridgewealth Advisory Group
California
$209K +$209K +1,036 New
ICP
1993
Impact Capital Partners
Colorado
$209K +$209K +1,149 New
BSHC
1994
Breed's Hill Capital
Massachusetts
$209K +$209K +1,149 New
CPWA
1995
Cerro Pacific Wealth Advisors
California
$208K -$204K -597 -50%
CGA
1996
Crescent Grove Advisors
Illinois
$208K -$12.4K -68 -6%
WLPWM
1997
Walled Lake Planning & Wealth Management
Illinois
$207K +$207K +1,136 New
AGC
1998
Aspen Grove Capital
Colorado
$206K +$206K +1,134 New
CPP
1999
Capasso Planning Partners
South Carolina
$206K -$28K -154 -12%
PFS
2000
Prospect Financial Services
New York
$205K +$205K +1,126 New
78 79
80
81 82