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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
MCC
901
Money Concepts Capital
Florida
$521K +$251K +3,126 +72%
FIM
902
Freedom Investment Management
Connecticut
$519K +$97.2K +1,210 +19%
BAM
903
Bayshore Asset Management
Florida
$519K
BM
904
Brandywine Managers
Delaware
$517K
TC
905
Titleist Capital
Texas
$515K -$27.8K -346 -4%
NFG
906
Nations Financial Group
Iowa
$512K +$344K +4,284 +140%
QPW
907
Quantum Private Wealth
Florida
$512K +$115K +1,426 +24%
SF
908
Summit Financial
New Jersey
$511K +$312K +3,882 +113%
PCMU
909
Paragon Capital Management (Utah)
Utah
$508K -$1.93K -24 -0.3%
Calamos Advisors
910
Calamos Advisors
Illinois
$507K
TPWA
911
TRUE Private Wealth Advisors
Oregon
$503K -$82.7K -1,030 -12%
ECG
912
Edge Capital Group
Georgia
$503K +$207K +2,578 +56%
CWM
913
CIBC World Markets
New York
$502K +$577K +7,190 New
YC
914
Yarbrough Capital
Tennessee
$500K +$107K +1,336 +23%
BRA
915
Bender Robert & Associates
California
$497K +$88.3K +1,100 +18%
FCB
916
First County Bank
Connecticut
$494K +$568K +7,074 New
IA
917
Insight Advisors
Pennsylvania
$493K -$29.5K -368 -5%
SW
918
SkyOak Wealth
Michigan
$493K
FA
919
Faithward Advisors
Pennsylvania
$490K
CF
920
Cantor Fitzgerald
New York
$488K +$225K +2,800 +67%
AWA
921
Alta Wealth Advisors
Massachusetts
$485K +$4.01K +50 +0.7%
FFN
922
Focus Financial Network
Minnesota
$484K -$43.8K -546 -7%
FMLI
923
Fukoku Mutual Life Insurance
Japan
$483K -$482K -6,000 -46%
AT
924
American Trust
Kentucky
$477K -$57.2K -712 -9%
HIA
925
Harbor Investment Advisory
Maryland
$472K -$52.2K -650 -9%

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.