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Palo Alto Networks

2,291 hedge funds and large institutions have $94.3B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 952 increasing their positions, 724 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 92

31% more repeat investments, than reductions

Existing positions increased: 952 | Existing positions reduced: 724

18% more funds holding in top 10

Funds holding in top 10: 6172 (+11)

11% more funds holding

Funds holding: 2,0652,291 (+226)

11% more capital invested

Capital invested by funds: $85.1B → $94.3B (+$9.27B)

50% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $7.94B

76.9% less ownership

Funds ownership: 154.79%77.89% (-77%)

Holders
2,291
Holders Change
+226
Holders Change %
+10.94%
% of All Funds
30.18%
Holding in Top 10
72
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.03%
% of All Funds
0.95%
New
355
Increased
952
Reduced
724
Closed
92
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
2001
Webster Bank
Connecticut
$212K +$28.5K +151 +15%
HFP
2002
Holistic Financial Partners
Indiana
$212K +$220K +1,166 New
CPA
2003
Capital Performance Advisors
California
$212K +$111K +587 +102%
WF
2004
Whelan Financial
California
$212K +$220K +1,164 New
SIA
2005
Soltis Investment Advisors
Utah
$212K -$6.22M -32,930 -97%
CCC
2006
Compass Capital Corp
Massachusetts
$212K +$211K +1,118 New
MS
2007
Maven Securities
Jersey
$211K -$2.76M -14,622 -93%
TCM
2008
Tradewinds Capital Management
Washington
$211K
IPWA
2009
International Private Wealth Advisors
California
$211K +$219K +1,160 New
CWM
2010
Campbell Wealth Management
Virginia
$211K +$219K +1,158 New
WA
2011
WBH Advisory
Maryland
$210K +$218K +1,152 New
KIA
2012
KCM Investment Advisors
California
$209K -$151K -800 -41%
RWI
2013
Red Wave Investments
Pennsylvania
$209K +$217K +1,150 New
BAG
2014
Bridgewealth Advisory Group
California
$209K +$196K +1,036 New
ICP
2015
Impact Capital Partners
Colorado
$209K +$217K +1,149 New
BSHC
2016
Breed's Hill Capital
Massachusetts
$209K +$217K +1,149 New
CPWA
2017
Cerro Pacific Wealth Advisors
California
$208K -$113K -597 -50%
CGA
2018
Crescent Grove Advisors
Illinois
$208K -$12.8K -68 -6%
WLPWM
2019
Walled Lake Planning & Wealth Management
Illinois
$207K +$215K +1,136 New
AGC
2020
Aspen Grove Capital
Colorado
$206K +$214K +1,134 New
CPP
2021
Capasso Planning Partners
South Carolina
$206K -$29.1K -154 -12%
PFS
2022
Prospect Financial Services
New York
$205K +$213K +1,126 New
IIL
2023
Insight Inv LLC
California
$205K +$213K +1,126 New
BC
2024
Barrett & Company
Rhode Island
$204K +$2.27K +12 +1%
CWA
2025
Cascade Wealth Advisors
Washington
$204K +$212K +1,120 New

PANW Hedge Fund Activity: Q4 2024 in Review

2,291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2024, worth a combined $94.3B — up 11% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new PANW positions and 92 closed out — a net gain of 263 holders — while 952 added to existing stakes and 724 trimmed.

The largest buyer was BlackRock, adding an estimated $396M. The largest seller was International Assets Investment Management, cutting an estimated $1.23B.

  • 2,291 institutional investors held Palo Alto Networks (PANW) as of Q4 2024, up from 2,065 in Q3 2024.
  • Funds reported $94.3B of Palo Alto Networks stock for Q4 2024, up 11% quarter-over-quarter.
  • 355 funds opened new Palo Alto Networks positions in Q4 2024 and 92 closed out, a net change of +263 holders.
  • The largest Palo Alto Networks buyer in Q4 2024 was BlackRock, an estimated $396M added.
  • The largest Palo Alto Networks seller in Q4 2024 was International Assets Investment Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2024.