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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
SWP
876
Stratos Wealth Partners
Ohio
$566K -$66.8K -832 -9%
IMOV
877
Investment Management of Virginia
Virginia
$565K +$650K +8,100 New
MMA
878
Miracle Mile Advisors
California
$564K +$48.2K +600 +8%
ESB
879
Essex Savings Bank
Connecticut
$564K +$4.82K +60 +0.7%
HAIM
880
Hunter Associates Investment Management
Pennsylvania
$561K -$139K -1,730 -17%
LCM
881
Legato Capital Management
California
$551K +$634K +7,896 New
NB
882
Norinchukin Bank
Japan
$546K -$42.1K -524 -6%
PWM
883
Perigon Wealth Management
California
$545K +$2.73K +34 +0.4%
SPA
884
Sherbrooke Park Advisers
New York
$544K +$626K +7,800 New
MSFS
885
Main Street Financial Solutions
Pennsylvania
$544K -$23K -286 -4%
ACA
886
Aptus Capital Advisors
Alabama
$543K -$109K -1,354 -15%
NL
887
NVWM LLC
Pennsylvania
$542K -$178K -2,220 -22%
FCBT
888
First Citizens Bank & Trust
North Carolina
$538K +$12.5K +156 +2%
LNC
889
Lincoln National Corp
Pennsylvania
$536K -$106K -1,316 -15%
YCM
890
Yousif Capital Management
Michigan
$535K +$99.6K +1,240 +19%
BOM
891
Bank of Marin
California
$535K -$208K -2,590 -25%
VWA
892
V Wealth Advisors
Kansas
$534K +$168K +2,094 +38%
CMI
893
Clare Market Investments
Texas
$531K -$107K -1,336 -15%
TFP
894
Tilia Fiduciary Partners
North Carolina
$530K +$19.4K +242 +3%
MOACM
895
Mutual of America Capital Management
New York
$530K -$28.9K -360 -5%
SC
896
Sierra Capital
Florida
$529K
ISL
897
Ingalls & Snyder LLC
New York
$527K
WI
898
Wahed Invest
New York
$525K +$70.8K +882 +13%
JDR
899
Jay D. Rosenbaum
$524K +$32.4K +404 +6%
FCA
900
FLC Capital Advisors
California
$521K +$195K +2,430 +48%

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.