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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
NAAA
2001
New Age Alpha Advisors
New York
$12K
WAS
2002
Winch Advisory Services
Wisconsin
$11.3K
CJH
2003
Christopher J. Hasenberg
Wisconsin
$11K +$10.4K +62 New
CAM
2004
Costello Asset Management
Pennsylvania
$10.6K +$2.02K +12 +24%
CWA
2005
Carolina Wealth Advisors
South Carolina
$10.3K
NI
2006
NCP Inc
California
$10.3K
PWMG
2007
Prestige Wealth Management Group
New Jersey
$10.3K
SC
2008
Sawyer & Company
Massachusetts
$10K +$9.76K +58 New
IAIM
2009
International Assets Investment Management
Florida
$9.54K +$1.09B +6,499,188 +34,318%
SC
2010
Solstein Capital
California
$9.23K
NFA
2011
Northwest Financial Advisors
Virginia
$8.54K +$8.42K +50 New
CWM
2012
CarsonAllaria Wealth Management
Illinois
$6.84K
DIP
2013
DT Investment Partners
Pennsylvania
$6.84K +$6.73K +40 New
MWA
2014
MFA Wealth Advisors
Pennsylvania
$6.49K
EBA
2015
Eagle Bay Advisors
New York
$6.49K +$2.36K +14 +58%
W
2016
WealthCollab
Washington
$6.15K
AA
2017
Addison Advisors
Vermont
$6.15K +$6.06K +36 New
BHWM
2018
Bay Harbor Wealth Management
Maryland
$6.15K
MWM
2019
Mascoma Wealth Management
New Hampshire
$6.15K
KFI
2020
Key Financial Inc
Pennsylvania
$6.15K +$2.02K +12 +50%
CCMI
2021
Creative Capital Management Investments
California
$5.81K
BFS
2022
Bare Financial Services
Pennsylvania
$5.47K
AFG
2023
Albion Financial Group
Utah
$4.79K
CTWM
2024
Cherry Tree Wealth Management
Minnesota
$4.79K
ETS
2025
ESL Trust Services
New York
$4.79K

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.