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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
OWP
1476
Obermeyer Wealth Partners
Colorado
-$217K -2,646 Closed
GFS
1477
GYL Financial Synergies
Connecticut
-$216K -2,634 Closed
PIA
1478
Pinion Investment Advisors
Kansas
-$216K -2,634 Closed
EWM
1479
Evercore Wealth Management
New York
-$215K -2,628 Closed
JWCA
1480
J.W. Cole Advisors
Florida
-$212K -2,592 Closed
EWM
1481
EPG Wealth Management
Georgia
-$212K -2,586 Closed
CM
1482
CastleKnight Management
New York
-$211K -2,580 Closed
FFA
1483
Founders Financial Alliance
North Carolina
-$211K -2,572 Closed
CCIA
1484
Campbell & Co Investment Adviser
Maryland
-$209K -2,558 Closed
EDRIA
1485
Edmonds Duncan Registered Investment Advisors
Kansas
-$206K -2,520 Closed
STA
1486
Summit Trail Advisors
New York
-$206K -2,520 Closed
GAM
1487
Grandview Asset Management
Pennsylvania
-$206K -2,510 Closed
FB
1488
First Bancorp
Maine
-$205K -2,508 Closed
ET
1489
Equitable Trust
Tennessee
-$202K -2,472 Closed
SFI
1490
Siemens Fonds Invest
Germany
-$201K -2,454 Closed
MS
1491
Maven Securities
Jersey
-$194K -2,412 Closed
SSG
1492
Summit Securities Group
New York
-$121K -1,482 Closed
HNWAG
1493
High Net Worth Advisory Group
Florida
-$98K -1,200 Closed
MA
1494
MUFG Americas
New York
-$85K -1,032 Closed
MAM
1495
Meeder Asset Management
Ohio
-$71K -872 Closed
PFT
1496
Providence First Trust
Arizona
-$64K -780 Closed
WOC
1497
West Oak Capital
California
-$59K -720 Closed
CB
1498
Community Bank
New York
-$49K -600 Closed
RP
1499
Repertoire Partners
New York
-$49K -600 Closed
SWM
1500
Selective Wealth Management
Virginia
-$49K -600 Closed

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.