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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
SDWIA
1101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$28.1K +350 +12%
RWA
1102
Ropes Wealth Advisors
Massachusetts
$234K +$24.1K +300 +10%
GG
1103
Greenwood Gearhart
Arkansas
$233K +$268K +3,342 New
PD
1104
Planning Directions
Pennsylvania
$233K
GA
1105
Goldstein Advisors
Wisconsin
$232K +$267K +3,322 New
NIMI
1106
Natixis Investment Managers International
France
$231K
GG
1107
Gleason Group
Kentucky
$230K
PWPS
1108
Pinnacle Wealth Planning Services
Ohio
$228K -$58K -722 -18%
IRAG
1109
Investment Research & Advisory Group
Georgia
$228K
CIA
1110
Choate Investment Advisors
Massachusetts
$227K +$262K +3,258 New
TRCT
1111
Tower Research Capital (TRC)
New York
$227K -$8.07M -100,518 -97%
WWM
1112
Wolff Wiese Magana
California
$227K +$114K +1,422 +78%
QC
1113
QCM Cayman
Texas
$227K +$261K +3,252 New
FMC
1114
First Merchants Corp
Indiana
$227K
CIA
1115
Capital Impact Advisors
Massachusetts
$226K +$9.64K +120 +4%
BPCA
1116
Bank Pictet & Cie (Asia)
Singapore
$226K
HI
1117
Harbour Investments
Wisconsin
$226K +$230K +2,860 +757%
BCM
1118
Boltwood Capital Management
California
$226K +$9.47K +118 +4%
PWP
1119
Perfromance Wealth Partners
Illinois
$225K -$41.9K -522 -14%
OCM
1120
One Capital Management
California
$225K -$64.2K -800 -20%
MWA
1121
Meridian Wealth Advisors
Texas
$224K
EWA
1122
Exencial Wealth Advisors
Oklahoma
$223K +$257K +3,200 New
1WA
1123
180 Wealth Advisors
Washington
$223K +$225K +2,806 New
RSWM
1124
Robertson Stephens Wealth Management
California
$222K +$23.6K +294 +10%
P
1125
Pitcairn
Pennsylvania
$221K -$2.25K -28 -0.9%

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.