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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
CA
1326
Crewe Advisors
Utah
$5.02K -$20.2K -252 -78%
BAM
1327
Byrne Asset Management
New Jersey
$5.02K
SCA
1328
Stonebridge Capital Advisors
Minnesota
$5.02K
VCM
1329
Versant Capital Management
Arizona
$5.02K
YAL
1330
Your Advocates Ltd
Texas
$5.02K
WAS
1331
Winch Advisory Services
Wisconsin
$5K
DF
1332
DecisionPoint Financial
Arizona
$4.19K +$4.82K +60 New
BCH
1333
Berkshire Capital Holdings
California
$4.19K
BC
1334
Burleson & Co
California
$4.19K +$2.89K +36 +150%
DWP
1335
Destiny Wealth Partners
Florida
$4.19K +$4.82K +60 New
SWM
1336
Sugarloaf Wealth Management
Georgia
$4.19K +$4.82K +60 New
CWA
1337
Carolina Wealth Advisors
South Carolina
$4K
SC
1338
Solstein Capital
California
$3.77K
CFO
1339
CVA Family Office
Colorado
$3.63K +$803 +10 +24%
TCOT
1340
Trust Company of Toledo
Ohio
$3.57K +$92.8K +1,156 +2%
IRC
1341
Investors Research Corp
Georgia
$3.35K
JWA
1342
JFS Wealth Advisors
Pennsylvania
$3.35K +$321 +4 +9%
PO
1343
Private Ocean
California
$3.35K +$3.85K +48 New
HWM
1344
HighMark Wealth Management
Minnesota
$3.21K +$321 +4 +10%
BWM
1345
BerganKDV Wealth Management
Minnesota
$3.07K +$321 +4 +10%
ANBT
1346
American National Bank & Trust
Texas
$3K
FMP
1347
Financial Management Professionals
Texas
$3K
CWM
1348
CarsonAllaria Wealth Management
Illinois
$3K +$3.21K +40 New
NC
1349
NewSquare Capital
Pennsylvania
$2.51K +$2.89K +36 New
KFI
1350
Key Financial Inc
Pennsylvania
$2.46K

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.