We are live on ! Find out more
PANW icon

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
PSP
751
Pacific Sage Partners
Washington
$883K +$1.02M +12,660 New
CIC
752
Cornercap Investment Counsel
Georgia
$881K +$1.01M +12,628 New
New York State Teachers Retirement System (NYSTRS)
753
New York State Teachers Retirement System (NYSTRS)
New York
$877K +$993K +12,368 +6,184%
IWC
754
Integrated Wealth Concepts
Massachusetts
$876K +$55.4K +690 +6%
PTC
755
Petrus Trust Company
Texas
$875K +$1.01M +12,544 New
QI
756
Qtron Investments
Massachusetts
$874K +$528K +6,578 +111%
IFG
757
Independent Financial Group
California
$862K -$654K -8,142 -40%
FCH
758
Freestone Capital Holdings
Washington
$861K -$130K -1,616 -12%
DCM
759
Donaldson Capital Management
Indiana
$857K -$35.7K -444 -3%
IWM
760
IHT Wealth Management
Illinois
$856K +$183K +2,284 +23%
FFC
761
First Financial Corp
Indiana
$855K +$37.3K +464 +4%
GTAM
762
Global Trust Asset Management
Florida
$854K +$89.8K +1,118 +10%
MC
763
Moors & Cabot
Massachusetts
$853K +$89.6K +1,116 +10%
MBT
764
Montecito Bank & Trust
California
$852K -$303K -3,778 -24%
BIA
765
Benchmark Investment Advisors
Illinois
$852K -$20.1K -250 -2%
CT
766
Caldwell Trust
Florida
$844K +$7.71K +96 +0.8%
NFAM
767
North Fourth Asset Management
New Jersey
$837K -$3.69M -46,000 -79%
SACTSONJ
768
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$837K
GG
769
Golden Green
South Carolina
$836K +$97.8K +1,218 +11%
HCM
770
Highview Capital Management
Illinois
$836K -$203K -2,532 -17%
Bank of Nova Scotia
771
Bank of Nova Scotia
Ontario, Canada
$831K -$695K -8,660 -42%
JWM
772
Jeppson Wealth Management
California
$827K +$26.8K +334 +3%
HT
773
Headlands Technologies
Illinois
$826K +$951K +11,840 New
BCI
774
Brinker Capital Investments
Pennsylvania
$825K -$268K -3,340 -22%
AG
775
AIA Group
Hong Kong
$823K +$948K +11,800 New

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.