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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
PWA
976
Phoenix Wealth Advisors
North Carolina
$388K -$35.2K -438 -7%
BC
977
Bridgefront Capital
Texas
$387K +$195K +2,428 +78%
SIC
978
Sterling Investment Counsel
New York
$387K +$215K +2,672 +93%
OWM
979
OneAscent Wealth Management
Alabama
$386K -$20.9K -260 -4%
KFP
980
KMG Fiduciary Partners
Ohio
$384K +$20.2K +252 +5%
GT
981
Glenview Trust
Kentucky
$379K -$1.28K -16 -0.3%
GC
982
Gilbert & Cook
Iowa
$378K -$109K -1,356 -20%
OFS
983
OneAscent Financial Services
Alabama
$378K +$3.05K +38 +0.7%
FAFN
984
First Affirmative Financial Network
Colorado
$377K +$72.3K +900 +20%
SBF
985
Sara-Bay Financial
Florida
$377K
NAM
986
NTV Asset Management
West Virginia
$377K
GL
987
Graypoint LLC
New York
$377K -$83.5K -1,040 -16%
AWE
988
Avidian Wealth Enterprises
Texas
$372K -$7.71K -96 -2%
CT
989
Chicago Trust
Illinois
$371K
MA
990
Mutual Advisors
Nebraska
$370K
MWM
991
Mission Wealth Management
California
$369K +$187K +2,334 +79%
TDC
992
Thompson Davis & Co
Virginia
$363K +$104K +1,300 +33%
CFB
993
Cullen/Frost Bankers
Texas
$360K +$244K +3,034 +143%
Luther King Capital Management (LKCM)
994
Luther King Capital Management (LKCM)
Texas
$358K +$22K +274 +6%
API
995
Advisor Partners II
California
$355K +$134K +1,672 +49%
KI
996
Kula Investments
Illinois
$354K +$407K +5,074 New
GA
997
GoalVest Advisory
New York
$354K +$22K +274 +6%
SS
998
Simplicity Solutions
Minnesota
$353K -$52.8K -658 -12%
GT
999
Greenleaf Trust
Michigan
$349K +$65.4K +814 +19%
LCH
1000
Lee Capital Holdings
New York
$349K +$401K +5,000 New

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.