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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
PG
801
Pendal Group
Australia
$757K +$872K +10,856 New
MCI
802
MRP Capital Investments
Georgia
$756K +$870K +10,830 New
KTC
803
Kistler-Tiffany Companies
Pennsylvania
$755K -$7.23K -90 -0.8%
TMAM
804
Tokio Marine Asset Management
Japan
$754K +$105K +1,306 +14%
BIAS
805
Beacon Investment Advisory Services
New Jersey
$753K +$506K +6,304 +141%
WT
806
Whittier Trust
California
$750K +$48.2K +600 +6%
AWM
807
Axxcess Wealth Management
California
$748K +$357K +4,450 +71%
MYLI
808
Meiji Yasuda Life Insurance
Japan
$745K +$41.8K +520 +5%
ISWM
809
Independent Solutions Wealth Management
New York
$742K +$604K +7,528 +242%
SPC
810
Sigma Planning Corp
Michigan
$737K +$91.9K +1,144 +12%
IA
811
IAM Advisory
Pennsylvania
$736K -$43.8K -546 -5%
SWRP
812
Summit Wealth & Retirement Planning
California
$736K
DIM
813
DC Investments Management
Virginia
$727K +$837K +10,422 New
MCP
814
Mirador Capital Partners
California
$725K +$37.9K +472 +5%
AFC
815
AFT Forsyth & Company
Florida
$722K
CW
816
CIC Wealth
Maryland
$715K +$823K +10,250 New
GKWIM
817
Gerber Kawasaki Wealth & Investment Management
California
$708K -$4.34K -54 -0.5%
EWM
818
Empirical Wealth Management
Washington
$707K -$124K -1,542 -13%
HWM
819
HB Wealth Management
Georgia
$704K +$67.8K +844 +9%
WQ
820
Wealth Quarterback
New Jersey
$703K +$12.7K +158 +2%
DWT
821
Dorsey & Whitney Trust
South Dakota
$703K -$10.6K -132 -1%
BLC
822
Brown, Lisle/Cummings
Rhode Island
$702K -$15.4K -192 -2%
NL
823
Navalign LLC
California
$699K -$104K -1,290 -11%
CPM
824
Connective Portfolio Management
New York
$698K +$803K +10,000 New
AFM
825
Abbot Financial Management
Massachusetts
$695K +$2.73K +34 +0.3%

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.