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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 %
CMBA
2176
C.M. Bidwell & Associates
Hawaii
$19.7K – – –
SSG
2177
Summit Securities Group
New York
$19.1K +$19.1K +105 New
Cohen & Steers
2178
Cohen & Steers
New York
$19K – – –
SCA
2179
Stuart Chaussee & Associates
California
$18.6K – – –
TFGT
2180
TS Financial Group (TSFG)
Illinois
$18K -$150K -834 -89%
MSWA
2181
Marshall & Sterling Wealth Advisors
New York
$17.8K +$17.8K +98 New
PCWA
2182
Pacific Capital Wealth Advisors
California
$17.1K -$2.91K -16 -15%
ME
2183
McIlrath & Eck
Washington
$17.1K – – –
CMP
2184
Coston McIsaac & Partners
Maine
$17K – – –
SC
2185
Steph & Co
Wisconsin
$16.7K -$15.6K -86 -48%
MWM
2186
Mascoma Wealth Management
New Hampshire
$16.7K +$10.2K +56 +156%
PWMG
2187
Private Wealth Management Group
New Jersey
$15.6K +$1.46K +8 +10%
SAM
2188
Synergy Asset Management
Washington
$15.4K +$15.4K +45 New
SN
2189
Sittner & Nelson
Oregon
$15.3K – – –
SO
2190
Sierra Ocean
California
$15.3K +$15.3K +84 New
FIA
2191
FPC Investment Advisory
California
$15.1K +$15.1K +82 New
LIS
2192
Legacy Investment Solutions
Idaho
$14.7K +$14.7K +76 New
LWMI
2193
Legacy Wealth Management (Idaho)
Idaho
$14.7K +$14.7K +76 New
RFG
2194
REAP Financial Group
Texas
$14.6K -$9.89K -54 -40%
VWA
2195
VSM Wealth Advisory
Maryland
$14.6K +$14.6K +80 New
RTL
2196
Red Tortoise LLC
Georgia
$14.2K – – –
JAM
2197
JCIC Asset Management
Ontario, Canada
$13.8K – – –
DF
2198
Dunhill Financial
United Kingdom
$13.4K – – –
HWM
2199
HighMark Wealth Management
Minnesota
$13.3K +$182 +1 +1%
MA
2200
MCF Advisors
Kentucky
$12.9K -$2K -11 -13%
86 87
88
89 90