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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
LJHT
1176
Laurie J. Hall Trustee
$134K
HWMA
1177
Heritage Wealth Management (Arizona)
Arizona
$134K +$77.1K +960 +100%
AA
1178
Alta Advisers
United Kingdom
$126K
WPWM
1179
Western Pacific Wealth Management
Illinois
$124K +$7.55K +94 +6%
ST
1180
Sageworth Trust
Pennsylvania
$120K -$40.1K -500 -23%
BCM
1181
Blume Capital Management
California
$115K
ZIG
1182
Zullo Investment Group
Pennsylvania
$115K
LC
1183
Lindbrook Capital
California
$110K -$15.6K -194 -11%
GJIA
1184
Glass Jacobson Investment Advisors
Maryland
$110K +$127K +1,578 New
MGIM
1185
M&G Investment Management
United Kingdom
$107K +$22.6K +282 +23%
TSW
1186
Thompson Siegel & Walmsley
Virginia
$105K
TCM
1187
Tradewinds Capital Management
Washington
$105K
TH
1188
TCTC Holdings
Texas
$103K +$119K +1,476 New
GC
1189
Garde Capital
Washington
$100K +$7.87K +98 +7%
KFP
1190
KB Financial Partners
New Jersey
$95K +$9.96K +124 +10%
SWA
1191
SOA Wealth Advisors
New York
$94.6K -$5.3K -66 -5%
JFGIW
1192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94.2K
MHR
1193
Matthew Hamilton Rosenberg
$94.2K +$6.75K +84 +7%
RFA
1194
Resurgent Financial Advisors
Georgia
$93.1K -$262K -3,266 -71%
SIC
1195
Salem Investment Counselors
North Carolina
$86.9K +$9.96K +124 +11%
PB
1196
Pinnacle Bancorp
Nebraska
$84K
AWM
1197
Ameliora Wealth Management
Switzerland
$83.7K +$28.9K +360 +43%
PP
1198
PrairieView Partners
Minnesota
$83K
Jones Financial Companies
1199
Jones Financial Companies
Missouri
$76K
HFM
1200
Hartford Financial Management
Connecticut
$75.4K

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.