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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
KLCM
851
KG&L Capital Management
Louisiana
$637K +$530K +6,596 +260%
WCM
852
Whitener Capital Management
North Carolina
$635K +$124K +1,550 +21%
HWM
853
Hohimer Wealth Management
Washington
$630K -$105K -1,310 -13%
WDC
854
Woodward Diversified Capital
California
$629K
FIA
855
Foundations Investment Advisors
Arizona
$626K -$66K -822 -8%
GLR
856
Great Lakes Retirement
Ohio
$626K +$721K +8,976 New
MWM
857
Meridian Wealth Management
Kentucky
$626K -$507K -6,320 -41%
SLAM
858
Swiss Life Asset Management
$625K -$64.7K -806 -8%
BSW
859
Buckingham Strategic Wealth
Missouri
$618K -$11.1K -138 -2%
TCA
860
Transcend Capital Advisors
New Jersey
$615K +$30.4K +378 +4%
BA
861
Bluesphere Advisors
Pennsylvania
$614K
Lido Advisors
862
Lido Advisors
California
$614K +$436K +5,428 +161%
BP
863
BBR Partners
New York
$608K -$136K -1,694 -16%
LWAC
864
Laurel Wealth Advisors (California)
California
$607K +$44.5K +554 +7%
HSA
865
HBK Sorce Advisory
Pennsylvania
$596K +$358K +4,458 +109%
WW
866
Windle Wealth
Oklahoma
$596K +$686K +8,538 New
PGH
867
Partners Group Holding
Switzerland
$595K +$50.4K +628 +8%
OAJ
868
Ogorek Anthony Joseph
New York
$588K
BDWCC
869
B&D White Capital Company
Texas
$586K +$674K +8,400 New
CF
870
Centaurus Financial
California
$586K -$51.1K -636 -7%
FRM
871
Fox Run Management
Connecticut
$581K +$669K +8,326 New
IIA
872
Integral Investment Advisors
California
$577K -$23.6K -294 -3%
RCA
873
Resonant Capital Advisors
Wisconsin
$570K +$72.1K +898 +12%
S
874
SignatureFD
Georgia
$570K -$173K -2,160 -21%
E
875
Ergoteles
New York
$570K -$11.8M -147,240 -95%

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.