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Palo Alto Networks

1,377 hedge funds and large institutions have $35.3B invested in Palo Alto Networks in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 529 increasing their positions, 490 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,3541,377 (+23)

8% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 490

2.77% less ownership

Funds ownership: 169.81%167.05% (-2.8%)

15% less capital invested

Capital invested by funds: $41.4B → $35.3B (-$6.07B)

45% less call options, than puts

Call options by funds: $2.51B | Put options by funds: $4.59B

47% less funds holding in top 10

Funds holding in top 10: 8646 (-40)

Holders
1,377
Holders Change
+23
Holders Change %
+1.7%
% of All Funds
22.13%
Holding in Top 10
46
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-46.51%
% of All Funds
0.74%
New
190
Increased
529
Reduced
490
Closed
146
Calls
$2.51B
Puts
$4.59B
Net Calls
-$2.08B
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Bray Capital Advisors
Florida
$4.63M -$26.8K -334 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
402
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.62M -$26.9M -334,432 -83%
BC
403
Breakline Capital
New York
$4.61M +$3.37M +41,956 +174%
KAS
404
Kestra Advisory Services
Texas
$4.6M -$660K -8,220 -11%
BPA
405
Beacon Pointe Advisors
California
$4.58M +$266K +3,316 +5%
SPIA
406
Steward Partners Investment Advisory
New York
$4.53M -$743K -9,254 -12%
EVM
407
Evelyn V. Moreno
$4.49M +$2.66M +33,090 +106%
FAB
408
First American Bank
Illinois
$4.44M +$84.2K +1,048 +2%
HWA
409
HCR Wealth Advisors
California
$4.44M
DADC
410
D.A. Davidson & Co
Montana
$4.41M +$394K +4,910 +8%
HF
411
HRT Financial
New York
$4.4M -$69.6M -866,610 -93%
RCW
412
Rheos Capital Works
Japan
$4.4M -$723K -9,000 -13%
PAMP
413
Polar Asset Management Partners
Ontario, Canada
$4.34M -$4.21M -52,400 -46%
NG
414
NWK Group
California
$4.31M +$26.8K +334 +0.5%
BCM
415
Bridgeway Capital Management
Texas
$4.28M
AI
416
Atria Investments
North Carolina
$4.28M -$521K -6,490 -10%
SB
417
Strategic Blueprint
Georgia
$4.28M +$296K +3,684 +6%
WAM
418
Wallington Asset Management
Indiana
$4.26M +$4.9M +61,062 New
WFG
419
Wills Financial Group
Virginia
$4.23M +$119K +1,486 +3%
Aberdeen Group
420
Aberdeen Group
United Kingdom
$4.19M +$41.1K +512 +0.9%
PSC
421
Portman Square Capital
United Kingdom
$4.18M +$4.82M +60,000 New
IG
422
Ithaka Group
Virginia
$4.16M +$4.78M +59,556 New
NIA
423
NIA Impact Advisors
California
$4.15M +$424K +5,280 +10%
Bank Julius Baer & Co
424
Bank Julius Baer & Co
Switzerland
$4.14M +$439K +5,466 +10%
EAM
425
Erste Asset Management
Austria
$4.13M -$568K -7,070 -11%

PANW Hedge Fund Activity: Q4 2022 in Review

1,377 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2022, worth a combined $35.3B — down 15% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new PANW positions and 146 closed out — a net gain of 44 holders — while 529 added to existing stakes and 490 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $360M. The largest seller was Wellington Management Group, cutting an estimated $516M.

  • 1,377 institutional investors held Palo Alto Networks (PANW) as of Q4 2022, up from 1,354 in Q3 2022.
  • Funds reported $35.3B of Palo Alto Networks stock for Q4 2022, down 15% quarter-over-quarter.
  • 190 funds opened new Palo Alto Networks positions in Q4 2022 and 146 closed out, a net change of +44 holders.
  • The largest Palo Alto Networks buyer in Q4 2022 was Fidelity Investments, an estimated $360M added.
  • The largest Palo Alto Networks seller in Q4 2022 was Wellington Management Group, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2022.