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
WLPWM
1276
Walled Lake Planning & Wealth Management
Illinois
-$134K -1,674 Closed
SMG
1277
Spectrum Management Group
Indiana
-$48K -606 Closed
MAM
1278
Meeder Asset Management
Ohio
-$42K -522 Closed
GGI
1279
Godsey & Gibb Inc
Virginia
-$36K -456 Closed
CCM
1280
Carderock Capital Management
Maryland
-$36K -450 Closed
GPA
1281
Guidance Point Advisors
Massachusetts
-$33K -420 Closed
JCM
1282
Jacobi Capital Management
Pennsylvania
-$34K -420 Closed
TAIM
1283
TD Ameritrade Investment Management
Nebraska
-$13K -318 Closed
CAGAS
1284
Capital Advisory Group Advisory Services
Minnesota
-$23K -282 Closed
KIG
1285
Kowal Investment Group
Wisconsin
-$20K -252 Closed
PFPT
1286
Pinnacle Financial Partners (Tennessee)
Tennessee
-$19K -240 Closed
RTL
1287
Red Tortoise LLC
Georgia
-$6K -234 Closed
CFA
1288
Cahill Financial Advisors
Minnesota
-$15K -180 Closed
DOA
1289
D'Orazio & Associates
Virginia
-$14K -174 Closed
MIM
1290
Macroview Investment Management
Maryland
-$9K -108 Closed
APWA
1291
Atlas Private Wealth Advisors
New Jersey
-$3K -36 Closed
CI
1292
CX Institutional
Indiana
-$3K -36 Closed
PI
1293
PEAK6 Investments
Illinois
-$1.04K -12 Closed

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.