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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
HS
1301
Horan Securities
United States
$9.05K +$10.1K +126 +3,150%
TPCW
1302
TD Private Client Wealth
New York
$8.93K -$4.66K -58 -31%
RCM
1303
Raleigh Capital Management
North Carolina
$8.65K +$1.61K +20 +19%
MWM
1304
Mascoma Wealth Management
New Hampshire
$8.37K
Parallax Volatility Advisers
1305
Parallax Volatility Advisers
California
$8.37K
SC
1306
Stephens Consulting
Michigan
$8.37K
IGWM
1307
ICA Group Wealth Management
Colorado
$8.37K +$9.64K +120 New
AIC
1308
Ayalon Insurance Company
Israel
$8K
RG
1309
Retirement Group
California
$8K +$3.53K +44 +61%
AIC
1310
Archer Investment Corporation
Indiana
$7.95K
CMA
1311
Cedar Mountain Advisors
Oregon
$7.54K
PFA
1312
Pathway Financial Advisers
Indiana
$7.53K +$8.67K +108 New
PS
1313
PayPay Securities
Japan
$7.4K +$8.51K +106 New
SCA
1314
Stuart Chaussee & Associates
California
$7.12K
VNA
1315
Valley National Advisers
Pennsylvania
$7K
JMF
1316
Johnson Midwest Financial
Iowa
$7K +$7.71K +96 New
FFA
1317
Farther Finance Advisors
California
$6.28K +$7.23K +90 New
FGAM
1318
Financial Gravity Asset Management
Texas
$6.15K -$3.85K -48 -15%
CAL
1319
Capital Advisors Ltd
Ohio
$6K +$2.57K +32 +67%
DSC
1320
Duncker Streett & Co
Missouri
$5.86K +$6.75K +84 New
BA
1321
Bellwether Advisors
Nebraska
$5.58K +$6.26K +78 +3,900%
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$5.44K -$9.64K -120 -61%
RTL
1323
Red Tortoise LLC
Georgia
$5.44K +$6.26K +78 New
TC
1324
Truvestments Capital
Florida
$5.44K +$6.26K +78 New
FWM
1325
Focused Wealth Management
New York
$5.16K -$803 -10 -12%

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.