We are live on ! Find out more
PANW icon

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
CW
1076
CreativeOne Wealth
Kansas
$258K +$21.2K +264 +8%
MAS
1077
Meeder Advisory Services
Ohio
$258K +$297K +3,694 New
PIN
1078
Prudent Investors Network
California
$257K +$296K +3,684 New
ACM
1079
Argent Capital Management
Missouri
$251K
BBNA
1080
Bremer Bank National Association
Minnesota
$251K -$27K -336 -9%
RT
1081
Rockland Trust
Massachusetts
$251K
ARC
1082
Advisor Resource Council
Texas
$250K -$40.8K -508 -12%
SWA
1083
Sax Wealth Advisors
New Jersey
$249K
OTL
1084
Oak Thistle LLC
New York
$248K +$285K +3,548 New
GIP
1085
Granite Investment Partners
California
$247K
SWA
1086
Sutton Wealth Advisors
Florida
$247K
UBV
1087
United Bank (Virginia)
Virginia
$246K -$103K -1,282 -27%
CPA
1088
Capital Planning Advisors
California
$246K +$283K +3,528 New
CG
1089
Caprock Group
Idaho
$246K -$400K -4,984 -59%
BDFN
1090
Bond & Devick Financial Network
Minnesota
$245K
KF
1091
Krilogy Financial
Missouri
$245K +$31.3K +390 +13%
AIP
1092
Almanack Investment Partners
Pennsylvania
$243K +$279K +3,478 New
WPP
1093
Whalerock Point Partners
Rhode Island
$242K +$278K +3,468 New
BWP
1094
Balboa Wealth Partners
Arizona
$242K +$17.2K +214 +7%
SC
1095
SouthState Corp
Florida
$238K
SVCP
1096
Silicon Valley Capital Partners
California
$236K +$271K +3,376 New
Wealthfront Advisers
1097
Wealthfront Advisers
California
$235K -$1.5M -18,700 -85%
LCM
1098
Leisure Capital Management
California
$235K
SSWM
1099
Strait & Sound Wealth Management
California
$235K +$266K +3,308 New
WW
1100
Westshore Wealth
California
$234K

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.