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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
LBWM
576
Left Brain Wealth Management
Illinois
$1.88M +$2.17M +27,004 New
SIA
577
Soltis Investment Advisors
Utah
$1.88M +$1.33M +16,508 +157%
BIMC
578
Benson Investment Management Company
Virginia
$1.88M +$2.16M +26,926 New
CG
579
Cutler Group
California
$1.87M -$91.7K -1,142 -4%
SC
580
Scotia Capital
Ontario, Canada
$1.85M +$868K +10,816 +69%
LBC
581
Lawrence B. Cohen
$1.84M -$64.2K -800 -3%
BCM
582
Beck Capital Management
Texas
$1.83M -$143K -1,784 -6%
H
583
HoyleCohen
California
$1.82M -$41.4K -516 -2%
HCM
584
Hodges Capital Management
Texas
$1.82M +$229K +2,858 +12%
JSL
585
JT Stratford LLC
Georgia
$1.82M +$426K +5,306 +26%
BAM
586
Belpointe Asset Management
Nevada
$1.81M -$585K -7,290 -22%
TPM
587
Triasima Portfolio Management
Quebec, Canada
$1.78M -$2.12M -26,408 -51%
LTAS
588
Linden Thomas Advisory Services
North Carolina
$1.77M +$2.04M +25,428 New
HVM
589
Harvest Volatility Management
Connecticut
$1.75M -$494K -6,158 -20%
AWS
590
Atria Wealth Solutions
New York
$1.74M +$54.3K +676 +3%
LRWA
591
Long Run Wealth Advisors
New York
$1.73M +$85.8K +1,068 +5%
IIM
592
InTrack Investment Management
Vermont
$1.73M -$285K -3,550 -13%
BS
593
Banco Santander
Spain
$1.73M
IIM
594
Ipswich Investment Management
Massachusetts
$1.72M -$2.25K -28 -0.1%
GHAM
595
Gilman Hill Asset Management
Connecticut
$1.71M +$283K +3,520 +17%
CTA
596
Chesley Taft & Associates
Illinois
$1.7M +$55.6K +692 +3%
CAM
597
Cresset Asset Management
Illinois
$1.7M +$95.9K +1,194 +4%
LSPW
598
Lake Street Private Wealth
Illinois
$1.68M +$258K +3,210 +15%
PTC
599
Philadelphia Trust Company
Pennsylvania
$1.67M
RG
600
Richelieu Gestion
France
$1.65M +$34.8K +434 +2%

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.