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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
AMCA
1126
Arthur M. Cohen & Associates
Illinois
$816K +$128K +960 +21%
ST
1127
Smithfield Trust
Pennsylvania
$814K +$16.3K +122 +2%
VF
1128
Virtu Financial
New York
$814K +$738K +5,522 New
KFA
1129
Kelleher Financial Advisors
New York
$811K -$124K -930 -14%
PSCM
1130
Per Stirling Capital Management
Texas
$809K
MIS
1131
Morningstar Investment Services
Illinois
$804K +$397K +2,970 +120%
GRP
1132
Global Retirement Partners
California
$803K +$33.2K +248 +5%
MSFS
1133
Main Street Financial Solutions
Pennsylvania
$799K -$113K -846 -14%
FA
1134
FDx Advisors
Illinois
$796K -$246K -1,838 -25%
SBF
1135
Sara-Bay Financial
Florida
$794K
SDWIA
1136
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$792K +$50K +374 +7%
WW
1137
Windle Wealth
Oklahoma
$787K
HIA
1138
Harbor Investment Advisory
Maryland
$785K -$443K -3,316 -38%
CWM
1139
Circle Wealth Management
New Jersey
$784K -$130K -974 -15%
CPA
1140
Cardiff Park Advisors
California
$782K +$709K +5,306 New
GFG
1141
Greystone Financial Group
Michigan
$780K +$707K +5,290 New
BCM
1142
Becker Capital Management
Oregon
$773K -$9.36K -70 -1%
RS
1143
Rakuten Securities
Japan
$770K +$698K +5,220 New
LHC
1144
Little House Capital
Massachusetts
$769K +$697K +5,216 New
ARG
1145
Advisory Resource Group
Oklahoma
$768K -$137K -1,026 -16%
WBC
1146
Westpac Banking Corp
Australia
$763K -$1.76M -13,180 -72%
SP
1147
Stablepoint Partners
Massachusetts
$763K +$692K +5,172 New
JDR
1148
Jay D. Rosenbaum
$755K -$601K -4,494 -47%
EGM
1149
Engineers Gate Manager
New York
$754K -$11.1M -82,934 -94%
FAFN
1150
First Affirmative Financial Network
Colorado
$754K +$13.1K +98 +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.