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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
PSP
1026
Principal Street Partners
Tennessee
$1.11M -$183K -1,368 -15%
AWA
1027
Alta Wealth Advisors
Massachusetts
$1.1M +$21.1K +158 +2%
MA
1028
Mutual Advisors
Nebraska
$1.1M +$63.4K +474 +7%
SAM
1029
Silvercrest Asset Management
New York
$1.1M +$152K +1,134 +18%
WSC
1030
Wellington Shields & Co
New York
$1.1M +$10.2K +76 +1%
BAM
1031
Bayshore Asset Management
Florida
$1.1M
GCAC
1032
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.09M -$160K -1,200 -14%
BM
1033
Brandywine Managers
Delaware
$1.09M
1CP
1034
17 Capital Partners
Arizona
$1.09M +$987K +7,380 New
MAM
1035
MWA Asset Management
Massachusetts
$1.09M +$114K +856 +13%
OTL
1036
Oak Thistle LLC
New York
$1.08M +$715K +5,350 +266%
CCM
1037
Crew Capital Management
Ohio
$1.08M +$982K +7,346 New
HIS
1038
Harvest Investment Services
Illinois
$1.08M +$978K +7,312 New
1IA
1039
1834 Investment Advisors
Wisconsin
$1.08M -$1.14M -8,560 -54%
CFG
1040
Citizens Financial Group
Rhode Island
$1.07M +$281K +2,098 +41%
GA
1041
GraniteShares Advisors
New York
$1.06M -$258K -1,930 -21%
YC
1042
Yarbrough Capital
Tennessee
$1.06M
BBHC
1043
Brown Brothers Harriman & Co
New York
$1.05M +$322K +2,406 +51%
GJWM
1044
Gilliland Jeter Wealth Management
Arkansas
$1.05M +$949K +7,098 New
RWM
1045
Rockline Wealth Management
New York
$1.04M +$947K +7,086 New
TAM
1046
Trust Asset Management
Texas
$1.04M
FCB
1047
First County Bank
Connecticut
$1.04M +$9.36K +70 +1%
AA
1048
Apriem Advisors
California
$1.04M +$156K +1,170 +20%
WDC
1049
Woodward Diversified Capital
California
$1.04M -$4.55K -34 -0.5%
LC
1050
Lindbrook Capital
California
$1.03M +$77.5K +580 +9%

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.