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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
ECG
1001
Edge Capital Group
Georgia
$1.22M +$5.35K +40 +0.5%
LAM
1002
Lifestyle Asset Management
Texas
$1.21M +$1.1M +8,232 New
NPT
1003
National Philanthropic Trust
Pennsylvania
$1.21M +$1.1M +8,230 New
PWM
1004
Perigon Wealth Management
California
$1.21M +$131K +982 +14%
PCG
1005
PFC Capital Group
California
$1.21M +$1.09M +8,180 New
MAS
1006
Meeder Advisory Services
Ohio
$1.21M +$70.9K +530 +7%
CP
1007
Covenant Partners
Tennessee
$1.2M
EIP
1008
Epoch Investment Partners
New York
$1.19M -$823K -6,152 -43%
Optiver Holding
1009
Optiver Holding
Netherlands
$1.19M -$109K -814 -9%
NBT
1010
Northwest Bank & Trust
Iowa
$1.19M +$1.08M +8,050 New
FCA
1011
FLC Capital Advisors
California
$1.18M +$72.2K +540 +7%
FFC
1012
First Financial Corp
Indiana
$1.18M -$95.7K -716 -8%
EF
1013
Empirical Finance
Pennsylvania
$1.17M +$175K +1,312 +20%
SPC
1014
Sigma Planning Corp
Michigan
$1.17M -$1.33M -9,912 -56%
QWP
1015
Quotient Wealth Partners
Texas
$1.16M +$1.05M +7,870 New
MSAM
1016
Moloney Securities Asset Management
Missouri
$1.16M +$623K +4,658 +145%
GI
1017
GS Investments
Minnesota
$1.16M -$13.4K -100 -1%
CCM
1018
Coldstream Capital Management
Washington
$1.15M +$502K +3,754 +93%
SCM
1019
Stevens Capital Management
Pennsylvania
$1.15M +$112K +834 +12%
BWP
1020
Balboa Wealth Partners
Arizona
$1.15M +$620K +4,636 +147%
CIA
1021
Concurrent Investment Advisors
Florida
$1.13M +$1.03M +7,698 New
HH
1022
Hilltop Holdings
Texas
$1.13M +$33.2K +248 +3%
FCBT
1023
First Citizens Bank & Trust
North Carolina
$1.12M +$7.22K +54 +0.7%
OCM
1024
Orser Capital Management
Texas
$1.12M -$195K -1,462 -16%
FA
1025
Faithward Advisors
Pennsylvania
$1.11M -$14.4K -108 -2%

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.