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Palo Alto Networks
PANW

Overview Fund Activity

1,880 hedge funds and large institutions have $69.5B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 854 increasing their positions, 595 reducing their positions, and 164 closing their positions.

Holders
1,880
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.26%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
248
Increased
854
Reduced
595
Closed
164
Calls
$4.73B
Puts
$6.77B
Net Calls
-$2.04B
Net Calls Change
+$3.06B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.12B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$665M
3
Franklin Resources
3
Franklin Resources
California
$636M
4
MU
4
Mirova US
Massachusetts
$235M
5
UBS Group
5
UBS Group
Switzerland
$873M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.94B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$978M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.24B
4
Goldman Sachs
4
Goldman Sachs
New York
$651M
5
Invesco
5
Invesco
Georgia
$584M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
2001
Capstone Financial Advisors
Illinois
– – -727 Closed
AWG
2002
Altus Wealth Group
Colorado
– – -724 Closed
T
2003
TCWP
Ohio
– – -720 Closed
OWA
2004
Outlook Wealth Advisors
Texas
– – -718 Closed
RFA
2005
Resurgent Financial Advisors
Georgia
– – -712 Closed
LCM
2006
Lazari Capital Management
California
– – -709 Closed
PCIG
2007
Partners Capital Investment Group
Massachusetts
– – -700 Closed
MA
2008
MAS Advisors
Florida
– – -699 Closed
WA
2009
WP Advisors
California
– – -697 Closed
KWM
2010
Kolinsky Wealth Management
New Jersey
– – -695 Closed
PCS
2011
Private Client Services
Kentucky
– – -692 Closed
PA
2012
Perennial Advisors
New York
– – -690 Closed
SC
2013
Schoolcraft Capital
Colorado
– – -690 Closed
AWP
2014
Avid Wealth Partners
Texas
– – -681 Closed
GJIA
2015
Glass Jacobson Investment Advisors
Maryland
– – -669 Closed
CBFP
2016
Cedar Brook Financial Partners
Ohio
– – -666 Closed
APA
2017
Astoria Portfolio Advisors
New York
– – -663 Closed
CC
2018
Centiva Capital
New York
– – -520 Closed
RIM
2019
Rockbridge Investment Management
New York
– – -450 Closed
WAG
2020
Wiser Advisor Group
Arizona
– – -414 Closed
GWS
2021
Glassman Wealth Services
Virginia
– – -406 Closed
A
2022
AJOVista
Massachusetts
– – -332 Closed
FCG
2023
Financial Connections Group
California
– – -315 Closed
KI
2024
Kapitalo Investimentos
Brazil
– – -204 Closed
POIA
2025
Pin Oak Investment Advisors
Texas
– – -120 Closed
79 80
81
82 83