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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
AFG
1101
Atomi Financial Group
New York
$891K +$225K +1,680 +39%
SPIS
1102
Steward Partners Investment Solutions
Oregon
$884K +$801K +5,994 New
MWM
1103
Mission Wealth Management
California
$878K +$47.1K +352 +6%
CNBT
1104
Canandaigua National Bank & Trust
New York
$877K +$156K +1,170 +24%
PA
1105
PFG Advisors
Arizona
$876K -$4.55K -34 -0.6%
TWM
1106
Tradition Wealth Management
Minnesota
$875K +$1.6K +12 +0.2%
CFS
1107
CRA Financial Services
New Jersey
$870K -$27.8K -208 -3%
MG
1108
Marex Group
$864K +$784K +5,860 New
OWMIAS
1109
One Wealth Management Investment & Advisory Services
Florida
$861K +$781K +5,842 New
NFSG
1110
Newbridge Financial Services Group
Florida
$861K +$42.3K +316 +6%
PCM
1111
Prelude Capital Management
New York
$860K +$189K +1,410 +32%
LF
1112
LifePlan Financial
Minnesota
$860K +$780K +5,836 New
WPC
1113
Wedmont Private Capital
Pennsylvania
$857K +$211K +1,576 +36%
DC
1114
Diametric Capital
Massachusetts
$857K +$777K +5,812 New
PPW
1115
Parcion Private Wealth
Washington
$855K +$38.5K +288 +5%
LGA
1116
Lebenthal Global Advisors
New York
$852K +$773K +5,780 New
WAP
1117
Wealthcare Advisory Partners
Pennsylvania
$850K +$47.6K +356 +7%
MFG
1118
Menard Financial Group
Texas
$848K +$40.1K +300 +6%
TP
1119
Tranquility Partners
Tennessee
$847K +$6.42K +48 +0.8%
SC
1120
Sierra Capital
Florida
$846K
GXJ
1121
Global X Japan
Japan
$842K +$763K +5,710 New
DTL
1122
Dynamic Technology Lab
Singapore
$840K +$762K +5,696 New
GI
1123
GAMMA Investing
California
$838K +$662K +4,954 New
Luther King Capital Management (LKCM)
1124
Luther King Capital Management (LKCM)
Texas
$832K
MCC
1125
Money Concepts Capital
Florida
$816K +$125K +932 +20%

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.