We are live on ! Find out more
PANW icon

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
BAM
1176
Byrne Asset Management
New Jersey
$7K +$6.23K +72 New
DAM
1177
Delta Asset Management
Tennessee
$6K
DI
1178
Disciplined Investments
Oklahoma
$6K
RFA
1179
Reilly Financial Advisors
California
$6K +$5.19K +60 New
SIAP
1180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$5.19K +60 New
CP
1181
Corbenic Partners
Pennsylvania
$6K +$5.71K +66 New
HI
1182
Hoey Investments
Pennsylvania
$6K +$5.71K +66 New
GFPC
1183
Global Financial Private Client
Florida
$5.57K
AFS
1184
Annapolis Financial Services
Maryland
$5K
PWMG
1185
Prestige Wealth Management Group
New Jersey
$5K
SC
1186
Solstein Capital
California
$5K
SCA
1187
Stonebridge Capital Advisors
Minnesota
$4K
TLFA
1188
True Link Financial Advisors
California
$4K
FWM
1189
Focused Wealth Management
New York
$4K +$1.56K +18 +75%
CFO
1190
CVA Family Office
Colorado
$4K +$3.63K +42 New
HVM
1191
Harvest Volatility Management
Connecticut
$3.32K +$3.1M +35,826 New
BWM
1192
BerganKDV Wealth Management
Minnesota
$3K
CAM
1193
ClariVest Asset Management
California
$3K
CTB
1194
Country Trust Bank
Illinois
$3K
HWM
1195
HighMark Wealth Management
Minnesota
$3K
TFO
1196
Tarbox Family Office
California
$3K
BA
1197
Bivin & Associates
Oklahoma
$3K +$2.6K +30 New
JFA
1198
JNBA Financial Advisors
Minnesota
$3K +$2.6K +30 New
KFI
1199
Key Financial Inc
Pennsylvania
$3K +$2.6K +30 New
PCMC
1200
Paragon Capital Management (Colorado)
Colorado
$3K +$3.11K +36 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.