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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
GM
1176
GeoWealth Management
Illinois
$694K +$629K +4,704 New
WCM
1177
Washburn Capital Management
Florida
$693K +$380K +2,840 +153%
WA
1178
WealthTrust Axiom
Pennsylvania
$690K
TFA
1179
Trinity Financial Advisors
Ohio
$688K
LWL
1180
Leo Wealth LLC
Texas
$686K +$639K +4,780 New
FWM
1181
Fonville Wealth Management
Virginia
$684K +$620K +4,640 New
CF
1182
Centaurus Financial
California
$683K -$714K -5,342 -54%
KA
1183
Kintegral Advisory
New York
$682K -$4.01K -30 -0.6%
RIA
1184
Regal Investment Advisors
Michigan
$681K +$134K +1,000 +28%
1W
1185
1776 Wealth
Georgia
$681K
WCA
1186
Westover Capital Advisors
Delaware
$679K +$17.4K +130 +3%
PP
1187
PDT Partners
New York
$678K +$615K +4,600 New
FFA
1188
Farther Finance Advisors
California
$676K +$488K +3,650 +391%
OFS
1189
OneAscent Financial Services
Alabama
$675K +$36.9K +276 +6%
XT
1190
XTX Topco
Cayman Islands
$672K -$245K -1,832 -29%
SQA
1191
Simon Quick Advisors
New Jersey
$671K +$28.6K +214 +5%
EAM
1192
Empirical Asset Management
Massachusetts
$671K +$609K +4,554 New
PVM
1193
Palogic Value Management
Texas
$663K
FHA
1194
First Horizon Advisors
Tennessee
$661K +$145K +1,082 +32%
CSPIA
1195
Cary Street Partners Investment Advisory
Virginia
$658K +$106K +792 +22%
GWMR
1196
GC Wealth Management RIA
Massachusetts
$657K +$596K +4,458 New
STA
1197
Summit Trail Advisors
New York
$653K -$153K -1,142 -21%
RWB
1198
RMR Wealth Builders
New Jersey
$652K +$35.8K +268 +6%
AG
1199
AlTi Global
New York
$651K +$590K +4,416 New
MA
1200
MJP Associates
Connecticut
$648K +$1.07K +8 +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.