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Palo Alto Networks

1,224 hedge funds and large institutions have $46.6B invested in Palo Alto Networks in 2021 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 424 increasing their positions, 387 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 68

14% more capital invested

Capital invested by funds: $41B → $46.6B (+$5.62B)

13% more funds holding

Funds holding: 1,0881,224 (+136)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

10% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 387

17.01% less ownership

Funds ownership: 527.14%510.13% (-17%)

51% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $6.63B

Holders
1,224
Holders Change
+136
Holders Change %
+12.5%
% of All Funds
18.84%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
0.98%
New
226
Increased
424
Reduced
387
Closed
68
Calls
$3.28B
Puts
$6.63B
Net Calls
-$3.35B
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
976
1900 Wealth Management
Texas
$264K +$6.23K +72 +3%
MWM
977
Mission Wealth Management
California
$262K +$19.2K +222 +9%
GA
978
GraniteShares Advisors
New York
$262K +$245K +2,832 New
OWA
979
Opal Wealth Advisors
New York
$261K -$6.75K -78 -3%
SFI
980
Siemens Fonds Invest
Germany
$261K
PWP
981
Pursue Wealth Partners
California
$261K +$243K +2,808 New
GW
982
GW & Wade
Massachusetts
$259K -$317K -3,660 -57%
SDWIA
983
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$259K +$241K +2,790 New
EWM
984
EPG Wealth Management
Georgia
$259K +$242K +2,796 New
V
985
Veritable
Delaware
$257K +$240K +2,772 New
AWA
986
Arete Wealth Advisors
Illinois
$256K -$138K -1,590 -37%
NIC
987
Northwest Investment Counselors
Oregon
$254K
FM
988
Freemont Management
Switzerland
$252K +$235K +2,712 New
PWA
989
Phoenix Wealth Advisors
North Carolina
$251K
VVP
990
Venture Visionary Partners
Ohio
$251K
FFA
991
Founders Financial Alliance
North Carolina
$247K +$230K +2,658 New
CWP
992
Concord Wealth Partners
Virginia
$246K +$189K +2,190 +474%
DAL
993
Delta Accumulation LLC
California
$245K +$228K +2,640 New
AG
994
Ascent Group
Virginia
$243K +$261K +3,018 New
SC
995
Saturna Capital
Washington
$242K +$226K +2,610 New
YWP
996
YorkBridge Wealth Partners
New York
$240K -$4.15K -48 -2%
RSWM
997
Robertson Stephens Wealth Management
California
$239K +$224K +2,586 New
KPW
998
Kore Private Wealth
New York
$238K +$222K +2,562 New
PAI
999
Pittenger & Anderson Inc
Nebraska
$237K
FAIM
1000
Financial Advocates Investment Management
Washington
$237K +$221K +2,550 New

PANW Hedge Fund Activity: Q4 2021 in Review

1,224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2021, worth a combined $46.6B — up 14% from $41B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new PANW positions and 68 closed out — a net gain of 158 holders — while 424 added to existing stakes and 387 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.03B. The largest seller was Altshuler Shaham, cutting an estimated $672M.

  • 1,224 institutional investors held Palo Alto Networks (PANW) as of Q4 2021, up from 1,088 in Q3 2021.
  • Funds reported $46.6B of Palo Alto Networks stock for Q4 2021, up 14% quarter-over-quarter.
  • 226 funds opened new Palo Alto Networks positions in Q4 2021 and 68 closed out, a net change of +158 holders.
  • The largest Palo Alto Networks buyer in Q4 2021 was Wellington Management Group, an estimated $1.03B added.
  • The largest Palo Alto Networks seller in Q4 2021 was Altshuler Shaham, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2021.