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Palo Alto Networks

2,008 hedge funds and large institutions have $84.6B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 904 increasing their positions, 597 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 138

65% more funds holding in top 10

Funds holding in top 10: 4981 (+32)

51% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 597

21% more capital invested

Capital invested by funds: $70B → $84.6B (+$14.6B)

6% more funds holding

Funds holding: 1,9002,008 (+108)

0.42% more ownership

Funds ownership: 152.84%153.26% (+0.42%)

42% less call options, than puts

Call options by funds: $4.71B | Put options by funds: $8.06B

Holders
2,008
Holders Change
+108
Holders Change %
+5.68%
% of All Funds
29%
Holding in Top 10
81
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+65.31%
% of All Funds
1.17%
New
271
Increased
904
Reduced
597
Closed
138
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
2126
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$79K -556 Closed
IPW
2127
Impact Partnership Wealth
Georgia
-$51.4K -362 Closed
FWA
2128
FSC Wealth Advisors
New York
-$47.2K -332 Closed
HMS
2129
Hanseatic Management Services
New Mexico
-$46.9K -330 Closed
FIM
2130
Fernwood Investment Management
Massachusetts
-$46K -324 Closed
PCA
2131
Providence Capital Advisors
North Carolina
-$28.7K -202 Closed
EC
2132
EntryPoint Capital
New York
-$28.1K -198 Closed
FSWA
2133
Financial Synergies Wealth Advisors
Texas
-$28.1K -198 Closed
AAG
2134
Accordant Advisory Group
Maryland
-$22.2K -156 Closed
LF
2135
LifeSteps Financial
California
-$20.5K -144 Closed
ACM
2136
Anfield Capital Management
California
-$17.6K -124 Closed
FGAM
2137
Financial Gravity Asset Management
Texas
-$11.4K -78 Closed
AS
2138
AM Squared
Hong Kong
-$9.38K -66 Closed
SRCM
2139
Signature Resources Capital Management
California
-$8.85K -60 Closed
CWAF
2140
Core Wealth Advisors (Florida)
Florida
-$5.68K -40 Closed
APC
2141
Aspire Private Capital
North Carolina
-$2.27K -16 Closed
LWA
2142
Lowe Wealth Advisors
Maryland
-$2.27K -16 Closed
SIM
2143
Studio Investment Management
Illinois
-$1.14K -8 Closed
MAWCM
2144
Mine & Arao Wealth Creation & Management
California
-$285 -2 Closed
PAM
2145
Palisade Asset Management
Minnesota
-$285 -2 Closed
PP
2146
Paloma Partners
Connecticut
-$299 -2 Closed
RBC
2147
Roble Belko & Company
Pennsylvania
+$299 +2 New

PANW Hedge Fund Activity: Q2 2024 in Review

2,008 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q2 2024, worth a combined $84.6B — up 21% from $70B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new PANW positions and 138 closed out — a net gain of 133 holders — while 904 added to existing stakes and 597 trimmed.

The largest buyer was UBS AM, adding an estimated $337M. The largest seller was Norges Bank, cutting an estimated $614M.

  • 2,008 institutional investors held Palo Alto Networks (PANW) as of Q2 2024, up from 1,900 in Q1 2024.
  • Funds reported $84.6B of Palo Alto Networks stock for Q2 2024, up 21% quarter-over-quarter.
  • 271 funds opened new Palo Alto Networks positions in Q2 2024 and 138 closed out, a net change of +133 holders.
  • The largest Palo Alto Networks buyer in Q2 2024 was UBS AM, an estimated $337M added.
  • The largest Palo Alto Networks seller in Q2 2024 was Norges Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q2 2024.