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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
FBC
1151
Fairfield, Bush & Co
Connecticut
$753K -$42.8K -320 -6%
DFG
1152
Delta Financial Group
New Jersey
$752K +$80.2K +600 +13%
RCM
1153
RB Capital Management
Nevada
$749K +$9.63K +72 +1%
NHC
1154
Nicholas Hoffman & Company
Georgia
$744K +$24.1K +180 +4%
PIAS
1155
PCA Investment Advisory Services
Ohio
$743K +$26.7K +200 +4%
OM
1156
OV Management
Minnesota
$742K +$673K +5,030 New
CMI
1157
Clare Market Investments
Texas
$741K -$52.4K -392 -7%
SAM
1158
Strategy Asset Managers
California
$739K -$58.6K -438 -8%
GCM
1159
Graham Capital Management
Connecticut
$737K -$508K -3,796 -43%
LCM
1160
Landscape Capital Management
New Jersey
$737K +$668K +4,998 New
BTWM
1161
Baker Tilly Wealth Management
Wisconsin
$732K -$27.8K -208 -4%
FC
1162
Forte Capital
New York
$732K +$81.3K +608 +14%
HFW
1163
Horizon Family Wealth
Illinois
$726K +$7.49K +56 +1%
MSA
1164
Marino Stram & Associates
Massachusetts
$724K +$4.28K +32 +0.7%
HBWM
1165
Hollow Brook Wealth Management
New York
$718K -$659K -4,932 -50%
TWP
1166
Tyche Wealth Partners
Texas
$716K +$650K +4,858 New
QCG
1167
Quadrant Capital Group
Ohio
$715K +$60.4K +452 +10%
KIC
1168
Kensington Investment Counsel
California
$710K +$13.6K +102 +2%
RMCM
1169
Reynders McVeigh Capital Management
Massachusetts
$709K -$186K -1,388 -22%
FMN
1170
Financial Management Network
California
$708K +$53.5K +400 +9%
PCMU
1171
Paragon Capital Management (Utah)
Utah
$705K -$898K -6,716 -58%
WFC
1172
Western Financial Corp
California
$704K +$638K +4,772 New
VEA
1173
Virtus ETF Advisers
New York
$700K +$635K +4,748 New
AF
1174
Allworth Financial
California
$698K +$51.1K +382 +9%
LWCFA
1175
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$696K -$1.34K -10 -0.2%

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.