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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
APP
726
Alpha Paradigm Partners
Illinois
$956K +$1M +12,484 +1,020%
BCM
727
Barden Capital Management
Texas
$955K +$23.9K +298 +2%
NIP
728
Nicholas Investment Partners
California
$955K
FSA
729
Fort Sheridan Advisors
Illinois
$953K +$50.9K +634 +5%
DWM
730
Darwin Wealth Management
Florida
$945K -$20.7K -258 -2%
HCP
731
Holt Capital Partners
Texas
$945K -$45.8K -570 -4%
MNBTD
732
Moody National Bank Trust Division
Texas
$936K +$1.45K +18 +0.1%
PVH
733
Psagot Value Holdings
Israel
$931K +$145K +1,810 +16%
MFAM
734
Motley Fool Asset Management
Virginia
$927K -$38.2K -476 -3%
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$924K +$503K +6,264 New
WA
736
Wealth Alliance
New York
$923K -$236K -2,940 -18%
SVI
737
Strategic Vision Investment
Hong Kong
$915K -$6.92M -86,202 -87%
CG
738
Colony Group
Massachusetts
$914K +$584K +7,278 +125%
CT
739
Columbia Trust
Oregon
$912K -$201K -2,498 -16%
CPIA
740
Cornell Pochily Investment Advisors
New York
$911K -$6.26K -78 -0.6%
BWM
741
BigSur Wealth Management
Florida
$908K +$161K +2,000 +18%
GWMIA
742
Global Wealth Management Investment Advisory
Florida
$906K +$84.5K +1,052 +9%
AFAS
743
Acorn Financial Advisory Services
Virginia
$905K +$5.62K +70 +0.5%
FAIM
744
Financial Advocates Investment Management
Washington
$901K +$416K +5,176 +67%
IBOK
745
Independence Bank of Kentucky
Kentucky
$899K +$44.2K +550 +4%
CT
746
Coastline Trust
Rhode Island
$896K
VFA
747
Values First Advisors
Tennessee
$894K -$45.6K -568 -4%
SWS
748
SYSTM Wealth Solutions
Illinois
$889K +$1.02M +12,742 New
BP
749
Ballentine Partners
Massachusetts
$888K +$317K +3,950 +45%
LWM
750
Laidlaw Wealth Management
New York
$887K +$35.3K +440 +4%

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.