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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
FA
1251
Fiduciary Alliance
South Carolina
$28.9K +$33.2K +414 New
TSWM
1252
Tyler-Stone Wealth Management
Ohio
$28K
FCA
1253
Fortis Capital Advisors
Kansas
$27.9K +$32.1K +400 New
SOAMC
1254
Spirit of America Management Corp
New York
$27.9K +$32.1K +400 New
FMTCOCP
1255
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
DJSG
1256
D.J. St. Germain
Massachusetts
$25.8K +$6.84M +85,200 +205%
CCA
1257
Column Capital Advisors
Indiana
$25.5K
DFCM
1258
Dark Forest Capital Management
Puerto Rico
$25.5K +$28.4K +354 +2,950%
GFWA
1259
Grey Fox Wealth Advisors
Delaware
$25.5K +$29.4K +366 New
QC
1260
Quent Capital
New York
$24.6K +$2.25K +28 +9%
SWM
1261
Sanctuary Wealth Management
Idaho
$23.9K +$27.5K +342 New
PMFA
1262
Plante Moran Financial Advisors
Michigan
$23.4K +$5.3K +66 +24%
TWA
1263
TCI Wealth Advisors
Arizona
$22.3K +$3.85K +48 +18%
ATC
1264
Adirondack Trust Company
New York
$21.8K
OCM
1265
Orion Capital Management
California
$21.5K +$16.1K +200 +185%
AF
1266
Advisornet Financial
Minnesota
$21.2K -$25.7K -320 -51%
TFGT
1267
TS Financial Group (TSFG)
Illinois
$21K -$24.1K -300 -50%
AWM
1268
Avondale Wealth Management
Texas
$20.9K
EL
1269
EMFO LLC
Florida
$20.9K
MSFP
1270
Mark Sheptoff Financial Planning
Connecticut
$20.9K
PP
1271
PFS Partners
New Jersey
$20.9K
AAMA
1272
Advanced Asset Management Advisors
Ohio
$20.9K +$24.1K +300 New
WIM
1273
Westside Investment Management
California
$20.8K +$32.1K +400 +47%
CFFP
1274
Center for Financial Planning
Michigan
$20.5K
OC
1275
Oakworth Capital
Alabama
$20.5K +$6.26K +78 +36%

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.