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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 %
CP
2126
Castleview Partners
Texas
$37.4K +$15K +83 +67%
OC
2127
Oarsman Capital
Wisconsin
$36.4K – – –
MLA
2128
MB, Levis & Associates
Pennsylvania
$36.4K – – –
PSB
2129
Piscataqua Savings Bank
New Hampshire
$36.4K – – –
SC
2130
Swan Capital
Florida
$36.4K – – –
APW
2131
Atlantic Private Wealth
North Carolina
$36.4K – – –
RS
2132
R Squared
Hong Kong
$36.4K +$36.4K +200 New
API
2133
Asset Planning Inc
California
$36.4K +$36.4K +200 New
CA
2134
Centerpoint Advisors
Massachusetts
$36K +$36K +200 New
PGAM
2135
Princeton Global Asset Management
New Jersey
$35.7K – – –
FPB
2136
First PREMIER Bank
South Dakota
$35K – – –
DWM
2137
Darwin Wealth Management
Florida
$34.6K -$7.28K -40 -17%
MCM
2138
MidAtlantic Capital Management
Virginia
$34.2K – – –
GWSA
2139
Global Wealth Strategies & Associates
Colorado
$34.2K – – –
PWA
2140
Physician Wealth Advisors
Utah
$33.8K +$33.8K +186 New
CJ
2141
Caitlin John
Michigan
$33.5K – – –
RWS
2142
Retirement Wealth Solutions
Wisconsin
$33.5K +$33.5K +193 New
PP
2143
Pacifica Partners
Canada
$32.5K – – –
PFA
2144
Pathway Financial Advisers
Indiana
$32.4K -$3.28K -18 -9%
AW
2145
Avion Wealth
Texas
$32K +$1.42K +8 +5%
CMA
2146
Cedar Mountain Advisors
Oregon
$31.3K -$5.46K -30 -15%
DCM
2147
Disciplina Capital Management
Tennessee
$31.3K – – –
WA
2148
WPG Advisers
Maryland
$31.3K +$31.3K +172 New
SIS
2149
Sound Income Strategies
Florida
$31.1K -$182 -1 -0.6%
RTC
2150
Riverview Trust Company
Washington
$29.8K +$728 +4 +3%
84 85
86
87 88