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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
MIM
1501
Meridiem Investment Management
United Kingdom
-$36K -440 Closed
CIR
1502
Clear Investment Research
Georgia
-$29K -360 Closed
FMII
1503
Farmers & Merchants Investments Inc
Nebraska
-$29K -360 Closed
HL
1504
Harding Loevner
New Jersey
-$26K -312 Closed
JFA
1505
JNBA Financial Advisors
Minnesota
-$25K -300 Closed
SOS
1506
Silver Oak Securities
Tennessee
-$35.2K -300 Closed
NMC
1507
NEA Management Company
Maryland
-$22K -282 Closed
LWP
1508
Lumature Wealth Partners
Georgia
-$22K -264 Closed
IVMX
1509
Institutional Venture Management XV
California
-$18K -216 Closed
ARIS
1510
Advanced Research Investment Solutions
California
-$12K -144 Closed
WWMSC
1511
Wagner Wealth Management (South Carolina)
South Carolina
-$11K -138 Closed
HGERS
1512
Householder Group Estate & Retirement Specialist
Arizona
-$9K -120 Closed
SFO
1513
Standard Family Office
South Dakota
-$10K -120 Closed
CAM
1514
Close Asset Management
United Kingdom
-$5K -58 Closed
AFS
1515
Annapolis Financial Services
Maryland
-$4K -54 Closed
AIM
1516
Axiom Investment Management
New York
-$2K -30 Closed
CSPAM
1517
Cary Street Partners Asset Management
Virginia
-$2K -24 Closed
DCBT
1518
Dakota Community Bank & Trust
North Dakota
-$2K -24 Closed
HR
1519
Howe & Rusling
New York
-$1K -18 Closed
HH
1520
HWG Holdings
Texas
-$1K -12 Closed
PWMG
1521
Prestige Wealth Management Group
New Jersey
-$1K -12 Closed
ACM
1522
Antonetti Capital Management
Florida
-$1K -10 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.