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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 %
CAWM
2151
Capital A Wealth Management
Pennsylvania
$29.5K +$29.5K +162 New
KWAG
2152
Kiely Wealth Advisory Group
North Carolina
$29.5K – – –
HNW
2153
High Note Wealth
Minnesota
$29.3K +$29.3K +161 New
SIS
2154
Strategic Investment Solutions
Illinois
$29.2K -$6.41K -31 -18%
SFG
2155
Stonebridge Financial Group
Pennsylvania
$28.8K +$28.8K +158 New
AIM
2156
Anchor Investment Management
South Carolina
$28.4K – – –
CAL
2157
Capital Advisors Ltd
Ohio
$28K +$359 +2 +1%
AEPWM
2158
Atlantic Edge Private Wealth Management
Florida
$26.6K +$12K +66 +83%
AWM
2159
Abound Wealth Management
Tennessee
$26.6K -$364 -2 -1%
MSWM
2160
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K -$120K -658 -82%
VWA
2161
Valued Wealth Advisors
Utah
$25.8K +$10.9K +60 +73%
SIC
2162
SJS Investment Consulting
Ohio
$25.5K -$364 -2 -1%
OWP
2163
ORG Wealth Partners
Texas
$25.1K -$179K -986 -88%
T
2164
Transce3nd
Texas
$24.7K +$24.7K +136 New
NECFA
2165
New England Capital Financial Advisors
Connecticut
$22.6K -$18.2K -100 -45%
SC
2166
Stephens Consulting
Michigan
$21.8K – – –
FIM
2167
FWL Investment Management
Texas
$21.8K – – –
AFM
2168
Aspetuck Financial Management
Connecticut
$21.8K +$21.8K +120 New
FFO
2169
Fortitude Family Office
Arizona
$21.5K – – –
POIA
2170
Pin Oak Investment Advisors
Texas
$21K -$21K -62 -50%
CIR
2171
Clear Investment Research
Georgia
$20.7K +$18.7K +97 +970%
NCM
2172
Northwest Capital Management
Oregon
$20K -$109K -600 -85%
RWM
2173
Rialto Wealth Management
New York
$20K +$20K +110 New
SFA
2174
Semmax Financial Advisors
North Carolina
$19.8K – – –
RWPA
2175
Richard W. Paul & Associates
Michigan
$19.7K -$2.18K -12 -10%
85 86
87
88 89