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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
FFS
951
Founders Financial Securities
Maryland
$436K -$74.7K -930 -13%
SG
952
Stonnington Group
California
$436K -$522K -6,500 -50%
ST
953
Smithfield Trust
Pennsylvania
$436K
SWM
954
SeaCrest Wealth Management
New York
$436K -$22.6K -282 -4%
SPWM
955
Schrum Private Wealth Management
Florida
$435K
1IA
956
1620 Investment Advisors
Massachusetts
$434K +$13K +162 +3%
PSCM
957
Per Stirling Capital Management
Texas
$434K +$499K +6,216 New
PPW
958
Parcion Private Wealth
Washington
$428K
AWA
959
Arkadios Wealth Advisors
Georgia
$428K +$492K +6,130 New
PIA
960
Perennial Investment Advisors
California
$427K +$61.3K +764 +14%
BA
961
Birinyi Associates
Connecticut
$426K +$128K +1,600 +36%
HI
962
Horizon Investments
North Carolina
$425K -$79.5K -990 -14%
VCM
963
Virtue Capital Management
Tennessee
$424K +$237K +2,948 +94%
EWA
964
EP Wealth Advisors
California
$423K +$487K +6,060 New
AAM
965
Ardevora Asset Management
United Kingdom
$419K -$24.7M -307,600 -98%
CMANY
966
Capital Management Associates (New York)
New York
$419K -$578K -7,200 -55%
PCM
967
Pinnbrook Capital Management
New York
$415K -$2.68M -33,412 -85%
GIA
968
Gladstone Institutional Advisory
Florida
$412K -$95.2K -1,186 -17%
ETH
969
Exos TFP Holdings
New York
$409K +$366K +4,560 +349%
CGH
970
Crossmark Global Holdings
Texas
$408K +$17.5K +218 +4%
Loomis, Sayles & Company
971
Loomis, Sayles & Company
Massachusetts
$402K +$324K +4,038 +234%
EFM
972
E Fund Management
China
$401K -$19.4K -242 -4%
TP
973
Tranquility Partners
Tennessee
$398K
DWM
974
Dakota Wealth Management
Florida
$395K -$341K -4,248 -43%
PA
975
PFG Advisors
Arizona
$395K +$169K +2,108 +59%

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.