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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
LF
1351
Lee Financial
Texas
$2.09K +$482 +6 +25%
CWM
1352
Compass Wealth Management
Connecticut
$2.09K +$2.41K +30 New
GWSA
1353
Global Wealth Strategies & Associates
Colorado
$2.09K +$2.41K +30 New
HWA
1354
HHM Wealth Advisors
Tennessee
$2.09K +$2.41K +30 New
CSB
1355
City State Bank
Iowa
$2K
TIM
1356
Tortoise Investment Management
New York
$1.95K
CTB
1357
Country Trust Bank
Illinois
$1.67K -$482 -6 -20%
CCM
1358
Cribstone Capital Management
Maine
$1.67K
SIS
1359
Sound Income Strategies
Florida
$1.26K
GCS
1360
Gordian Capital (Singapore)
Singapore
$1K -$1.28K -16 -73%
CAL
1361
Capital Analysts LLC
Pennsylvania
$1K
ONST
1362
Old North State Trust
North Carolina
$1K +$964 +12 New
DI
1363
Disciplined Investments
Oklahoma
$837 -$161 -2 -14%
DAM
1364
Delta Asset Management
Tennessee
$837 +$964 +12 New
FFL
1365
Financial Freedom LLC
Ohio
$837 +$964 +12 New
MYAM
1366
Meiji Yasuda Asset Management
Japan
$735 -$12.8K -160 -1%
LSA
1367
Lansing Street Advisors
Pennsylvania
$698 +$803 +10 New
AAP
1368
Arax Advisory Partners
Colorado
$419 -$6.26K -78 -93%
CHA
1369
Carmichael Hill & Associates
Maryland
$419
FSWA
1370
Financial Synergies Wealth Advisors
Texas
$419
EE
1371
EWG Elevate
California
$419 +$482 +6 New
JWM
1372
Janiczek Wealth Management
Colorado
$410 -$6.75K -84 -93%
SIC
1373
SJS Investment Consulting
Ohio
$279 -$59.4K -740 -99%
SC
1374
Schubert & Co
Texas
$279 -$803 -10 -71%
TWD
1375
True Wealth Design
Ohio
$279 +$321 +4 New

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.