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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
HNW
2176
High Note Wealth
Minnesota
$29.3K +$30.4K +161 New
SIS
2177
Strategic Investment Solutions
Illinois
$29.2K -$5.86K -31 -18%
SFGP
2178
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$28.8K +$29.8K +158 New
AIM
2179
Anchor Investment Management
South Carolina
$28.4K
CAL
2180
Capital Advisors Ltd
Ohio
$28K +$378 +2 +1%
AEPWM
2181
Atlantic Edge Private Wealth Management
Florida
$26.6K +$12.5K +66 +83%
AWM
2182
Abound Wealth Management
Tennessee
$26.6K -$378 -2 -1%
MSWM
2183
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K -$124K -658 -82%
VWA
2184
Valued Wealth Advisors
Utah
$25.8K +$11.3K +60 +73%
SIC
2185
SJS Investment Consulting
Ohio
$25.5K -$378 -2 -1%
OWP
2186
ORG Wealth Partners
Texas
$25.1K -$186K -986 -88%
T
2187
Transce3nd
Texas
$24.7K +$25.7K +136 New
NECFA
2188
New England Capital Financial Advisors
Connecticut
$22.6K -$18.9K -100 -45%
SC
2189
Stephens Consulting
Michigan
$21.8K
FIM
2190
FWL Investment Management
Texas
$21.8K
AFM
2191
Aspetuck Financial Management
Connecticut
$21.8K +$22.7K +120 New
FFO
2192
Fortitude Family Office
Arizona
$21.5K
POIA
2193
Pin Oak Investment Advisors
Texas
$21K -$11.7K -62 -50%
CIR
2194
Clear Investment Research
Georgia
$20.7K +$18.3K +97 +970%
NCM
2195
Northwest Capital Management
Oregon
$20K -$113K -600 -85%
RWM
2196
Rialto Wealth Management
New York
$20K +$20.8K +110 New
SFA
2197
Semmax Financial Advisors
North Carolina
$19.8K
RWPA
2198
Richard W. Paul & Associates
Michigan
$19.7K -$2.27K -12 -10%
CMBA
2199
C.M. Bidwell & Associates
Hawaii
$19.7K
SSG
2200
Summit Securities Group
New York
$19.1K +$19.8K +105 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.