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Palo Alto Networks

1,838 hedge funds and large institutions have $80.2B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 717 increasing their positions, 588 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 327 | Existing positions closed: 96

29% more capital invested

Capital invested by funds: $62.3B → $80.2B (+$17.9B)

23% more funds holding in top 10

Funds holding in top 10: 7997 (+18)

22% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 588

12% more funds holding

Funds holding: 1,6361,838 (+202)

1.06% more ownership

Funds ownership: 171.33%172.39% (+1.1%)

55% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $9.3B

Holders
1,838
Holders Change
+202
Holders Change %
+12.35%
% of All Funds
26.8%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.41%
New
327
Increased
717
Reduced
588
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
976
Three Bridge Wealth Advisors
California
$1.33M -$53.5K -400 -4%
CA
977
Cornerstone Advisors
North Carolina
$1.33M
QI
978
Qtron Investments
Massachusetts
$1.33M
HI
979
Handelsinvest Investeringsforvaltning
Denmark
$1.32M +$1.2M +8,964 New
PTC
980
Private Trust Company
Ohio
$1.32M -$86.1K -644 -7%
GL
981
Graypoint LLC
New York
$1.32M +$196K +1,466 +20%
MFG
982
Merit Financial Group
Georgia
$1.31M +$463K +3,460 +63%
IA
983
IFP Advisors
Florida
$1.31M +$272K +2,034 +30%
WC
984
Waterloo Capital
Texas
$1.31M +$1.18M +8,862 New
AWMT
985
AAFMAA Wealth Management & Trust
North Carolina
$1.28M +$1.16M +8,698 New
PJSIMP
986
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.28M +$28.6K +214 +3%
EA
987
Emerald Advisers
Pennsylvania
$1.27M -$534K -3,992 -32%
HCA
988
Harbour Capital Advisors
Virginia
$1.27M +$420K +3,144 +55%
WANY
989
Wealthspire Advisors (New York)
New York
$1.27M +$171K +1,280 +17%
BAM
990
Belpointe Asset Management
Nevada
$1.26M +$294K +2,198 +35%
CIP
991
Capital Insight Partners
Arizona
$1.25M +$86.1K +644 +8%
PRC
992
Pearl River Capital
Michigan
$1.25M +$1.13M +8,450 New
MWA
993
Midland Wealth Advisors
Illinois
$1.24M +$1.13M +8,432 New
CW
994
CreativeOne Wealth
Kansas
$1.23M +$115K +862 +11%
OLVIG
995
Oliver Lagore Vanvalin Investment Group
Michigan
$1.23M +$354K +2,650 +46%
ESB
996
Essex Savings Bank
Connecticut
$1.23M +$95.7K +716 +9%
LCM
997
Liberty Capital Management
Michigan
$1.23M +$770K +5,762 +223%
OAJ
998
Ogorek Anthony Joseph
New York
$1.23M
RFO
999
RiverGlades Family Offices
Florida
$1.23M
CIA
1000
Choate Investment Advisors
Massachusetts
$1.22M +$301K +2,252 +38%

PANW Hedge Fund Activity: Q4 2023 in Review

1,838 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2023, worth a combined $80.2B — up 29% from $62.3B a quarter earlier.

Buyers outnumbered sellers: 327 funds opened new PANW positions and 96 closed out — a net gain of 231 holders — while 717 added to existing stakes and 588 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.78B. The largest seller was Royal Bank of Canada, cutting an estimated $726M.

  • 1,838 institutional investors held Palo Alto Networks (PANW) as of Q4 2023, up from 1,636 in Q3 2023.
  • Funds reported $80.2B of Palo Alto Networks stock for Q4 2023, up 29% quarter-over-quarter.
  • 327 funds opened new Palo Alto Networks positions in Q4 2023 and 96 closed out, a net change of +231 holders.
  • The largest Palo Alto Networks buyer in Q4 2023 was Morgan Stanley, an estimated $3.78B added.
  • The largest Palo Alto Networks seller in Q4 2023 was Royal Bank of Canada, an estimated $726M sold.

Based on aggregated 13F filings for Q4 2023.