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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
C
1226
Covestor
United Kingdom
$46K +$25.9K +322 +98%
AWM
1227
Accurate Wealth Management
Florida
$44K +$52.7K +656 New
MPWT
1228
MassMutual Private Wealth & Trust
Connecticut
$44K -$1.61K -20 -3%
FCG
1229
Financial Connections Group
California
$43K
CP
1230
Castleview Partners
Texas
$42.7K
KFS
1231
Kelly Financial Services
Massachusetts
$41.9K
R
1232
Rebalance
California
$41.9K +$48.2K +600 New
BWA
1233
BDO Wealth Advisors
Florida
$41K
LFG
1234
Larson Financial Group
Missouri
$40.6K +$10.1K +126 +28%
MS
1235
Madden Securities
Texas
$40.5K +$46.6K +580 New
Dimensional Fund Advisors
1236
Dimensional Fund Advisors
Texas
$39.5K +$3.56M +44,356 +8%
IFAM
1237
Institutional & Family Asset Management
Colorado
$39.5K -$12.4K -154 -21%
CPG
1238
Cornerstone Planning Group
New Jersey
$38.6K +$44K +548 New
QL
1239
Quarry LP
New York
$38.5K +$44.3K +552 New
CYG
1240
Clean Yield Group
Vermont
$36.4K -$1.93K -24 -4%
BIA
1241
Bell Investment Advisors
California
$35K +$321 +4 +0.8%
BONH
1242
Bank of New Hampshire
New Hampshire
$35K
JGIA
1243
Jackson Grant Investment Advisers
Connecticut
$34.7K
FPFS
1244
First Personal Financial Services
North Carolina
$33.5K -$14K -174 -27%
CCA
1245
Catalyst Capital Advisors
New York
$32.9K -$321 -4 -0.8%
RBC
1246
Romano Brothers & Co
Illinois
$32.8K +$37.7K +470 New
JFG
1247
JDM Financial Group
Texas
$31.8K +$36.6K +456 New
TCWA
1248
Ten Capital Wealth Advisors
Washington
$31.4K +$12K +150 +50%
AP
1249
Atwood & Palmer
Missouri
$31.4K
TWM
1250
Tradition Wealth Management
Minnesota
$29K +$161 +2 +0.5%

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.