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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
SF
926
Symphony Financial
Texas
$471K -$71.1K -886 -12%
CIP
927
Capital Insight Partners
Arizona
$471K +$23.3K +290 +4%
PTC
928
Private Trust Company
Ohio
$470K +$266K +3,312 +97%
CFGS
929
Concourse Financial Group Securities
Alabama
$470K +$342K +4,258 +172%
GVAG
930
Great Valley Advisor Group
Delaware
$469K +$6.26K +78 +1%
AWM
931
Apollon Wealth Management
South Carolina
$468K +$76.3K +950 +16%
FNBT
932
FineMark National Bank & Trust
Florida
$468K +$206K +2,568 +62%
BFM
933
Boothbay Fund Management
New York
$467K -$4.62M -57,498 -90%
TPA
934
Trivium Point Advisory
Connecticut
$467K -$2.41K -30 -0.4%
CC
935
Cipher Capital
New York
$463K -$745K -9,284 -58%
FB
936
Fulton Bank
Pennsylvania
$463K +$20.9K +260 +4%
FMAEN1
937
Fund Management at Engine No 1
California
$461K +$69.7K +868 +15%
AAP
938
Aristotle Atlantic Partners
Florida
$460K
RFO
939
RiverGlades Family Offices
Florida
$460K +$530K +6,600 New
SQA
940
Simon Quick Advisors
New Jersey
$460K +$7.39K +92 +1%
SC
941
Sonen Capital
California
$456K -$4.66K -58 -0.9%
AAS
942
Ameritas Advisory Services
Nebraska
$454K +$48.8K +608 +10%
CI
943
Cigna Investments
Connecticut
$453K +$7.39K +92 +1%
WANY
944
Wealthspire Advisors (New York)
New York
$452K +$3.37K +42 +0.7%
IDBONY
945
Israel Discount Bank of New York
New York
$448K -$110K -1,364 -18%
HIC
946
Hartline Investment Corp
Illinois
$448K +$515K +6,414 New
HIM
947
Hillsdale Investment Management
Ontario, Canada
$445K -$16.1K -200 -3%
NL
948
NWAM LLC
Washington
$439K -$2.43M -30,246 -83%
MGP
949
Metis Global Partners
California
$437K +$200K +2,486 +66%
PAG
950
Private Advisor Group
New Jersey
$437K +$499K +6,212 +17%

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.