PANW icon

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 %
IIL
2001
Insight Inv LLC
California
$205K +$205K +1,126 New
BC
2002
Barrett & Company
Rhode Island
$204K +$2.18K +12 +1%
CWA
2003
Cascade Wealth Advisors
Washington
$204K +$204K +1,120 New
WGAM
2004
Wilkinson Global Asset Management
New York
$204K +$204K +1,120 New
VA
2005
Valmark Advisers
Ohio
$203K +$203K +1,117 New
KCPT
2006
Kingstone Capital Partners Texas
Texas
$203K +$203K +1,116 New
QC
2007
Quent Capital
New York
$203K +$9.64K +53 +5%
BDL
2008
Bey-Douglas LLC
Georgia
$202K +$202K +1,110 New
SEIA
2009
Signature Estate & Investment Advisors
California
$202K +$202K +1,110 New
GWP
2010
Gateway Wealth Partners
Wisconsin
$201K +$201K +1,106 New
AT
2011
Arlington Trust
Alabama
$201K – – –
PCM
2012
Pennsylvania Capital Management
Pennsylvania
$200K +$200K +1,101 New
HI
2013
Hoey Investments
Pennsylvania
$200K -$10.3M -56,746 -98%
AG
2014
AmeriFlex Group
Nevada
$190K +$190K +1,032 New
SOW
2015
State of Wyoming
Wyoming
$190K +$190K +1,042 New
CSC
2016
Caldwell Sutter Capital
California
$187K -$16.7K -92 -8%
AWM
2017
Activest Wealth Management
Florida
$183K -$2.37K -13 -1%
HWA
2018
HHM Wealth Advisors
Tennessee
$178K +$4K +22 +2%
SC
2019
Stance Capital
Massachusetts
$178K +$178K +980 New
MIM
2020
Meridiem Investment Management
United Kingdom
$175K -$61.9K -340 -26%
FDW
2021
Fourth Dimension Wealth
Ohio
$175K +$175K +960 New
HDIM
2022
Hanson & Doremus Investment Management
Vermont
$170K -$4.36K -24 -3%
AF
2023
Advisornet Financial
Minnesota
$169K +$48.8K +268 +40%
AAP
2024
Arax Advisory Partners
Colorado
$167K +$85.9K +472 +106%
RS
2025
Rakuten Securities
Japan
$165K -$139K -766 -46%
79 80
81
82 83