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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
TPWA
1051
TRUE Private Wealth Advisors
Oregon
$1.03M +$2.67K +20 +0.3%
A
1052
AustralianSuper
Australia
$1.03M
AF
1053
Arrow Financial
New York
$1.03M +$488K +3,648 +110%
FFS
1054
Founders Financial Securities
Maryland
$1.03M +$51.1K +382 +6%
CIA
1055
Capital Investment Advisors
Georgia
$1.02M +$490K +3,668 +112%
AWA
1056
Arete Wealth Advisors
Illinois
$1.02M +$260K +1,948 +39%
PS
1057
Principal Securities
Iowa
$1.02M +$925K +6,916 New
Fayez Sarofim & Co
1058
Fayez Sarofim & Co
Texas
$1.02M +$113K +846 +19%
IIA
1059
Integral Investment Advisors
California
$1.01M -$38.8K -290 -4%
AWE
1060
Avidian Wealth Enterprises
Texas
$1.01M +$66.9K +500 +8%
RAM
1061
Robocap Asset Management
United Kingdom
$1.01M -$98.7K -738 -10%
SC
1062
Saturna Capital
Washington
$1M +$116K +870 +15%
TPA
1063
Trivium Point Advisory
Connecticut
$1,000K +$4.01K +30 +0.4%
DL
1064
DOHJ LLC
Washington
$997K +$904K +6,760 New
RWM
1065
Ritholtz Wealth Management
New York
$996K +$201K +1,500 +29%
CPA
1066
Capital Planning Advisors
California
$995K
KWA
1067
Kingswood Wealth Advisors
California
$991K -$1.07M -7,976 -54%
GAA
1068
Green Alpha Advisors
Colorado
$990K -$208K -1,556 -19%
MA
1069
Montag & Associates
Georgia
$989K -$15K -112 -2%
PIA
1070
Perennial Investment Advisors
California
$988K +$29.4K +220 +3%
PPWP
1071
Premier Path Wealth Partners
New Jersey
$985K +$895K +6,696 New
VCP
1072
Verus Capital Partners
Arizona
$985K +$431K +3,220 +93%
SGAM
1073
Smith Group Asset Management
Texas
$984K +$893K +6,676 New
SFFS
1074
Stonehage Fleming Financial Services
Jersey
$977K -$420K -3,140 -32%
MBTD
1075
Mechanics Bank - Trust Department
California
$976K -$93.9K -702 -10%

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.