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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
CT
1076
Chicago Trust
Illinois
$974K -$32.1K -240 -4%
AAP
1077
Aristotle Atlantic Partners
Florida
$973K
FFA
1078
Fairfield Financial Advisors
Massachusetts
$963K +$89.6K +670 +11%
XS
1079
XR Securities
Illinois
$960K +$169K +1,262 +24%
OCBCO
1080
Oversea-Chinese Banking Corp (OCBC)
Singapore
$956K -$4.37M -32,656 -83%
CI
1081
Cigna Investments
Connecticut
$955K +$3.74K +28 +0.4%
EA
1082
Everpar Advisors
Oklahoma
$952K +$863K +6,456 New
HIC
1083
Hartline Investment Corp
Illinois
$946K
FB
1084
Fulton Bank
Pennsylvania
$944K -$44.4K -332 -5%
IA
1085
Insight Advisors
Pennsylvania
$940K +$220K +1,642 +35%
PIM
1086
Penobscot Investment Management
Massachusetts
$939K +$349K +2,610 +69%
OHIS
1087
Oak Harvest Investment Services
Texas
$932K -$1.34K -10 -0.2%
NAMNJ
1088
NorthStar Asset Management (New Jersey)
New Jersey
$927K +$841K +6,288 New
SVWAG
1089
Sound View Wealth Advisors Group
Georgia
$924K -$221K -1,656 -21%
CD
1090
Chapin Davis
Maryland
$913K +$828K +6,190 New
DAS
1091
Dynamic Advisor Solutions
Arizona
$912K +$21.9K +164 +3%
NP
1092
NorthRock Partners
Minnesota
$912K +$540K +4,038 +187%
PGFC
1093
Peapack-Gladstone Financial Corp
New Jersey
$912K +$73.8K +552 +10%
FMLI
1094
Fukoku Mutual Life Insurance
Japan
$911K
WWM
1095
Western Wealth Management
Colorado
$909K +$146K +1,090 +21%
IPAM
1096
ICICI Prudential Asset Management
India
$902K +$90.7K +678 +12%
GT
1097
Glenview Trust
Kentucky
$899K -$48.4K -362 -6%
EWA
1098
Exencial Wealth Advisors
Oklahoma
$896K -$28.3K -212 -3%
KLCM
1099
KG&L Capital Management
Louisiana
$895K -$356K -2,664 -31%
KJHP
1100
K.J. Harrison & Partners
Ontario, Canada
$892K +$809K +6,048 New

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.