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Palo Alto Networks

1,881 hedge funds and large institutions have $69.5B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 854 increasing their positions, 596 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.26%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
248
Increased
854
Reduced
596
Closed
164
Calls
$4.73B
Puts
$6.77B
Net Calls
-$2.04B
Net Calls Change
+$3.06B
Name Holding Trade Value Shares
Change
Shares
Change %
EBT
726
Enterprise Bank & Trust
Massachusetts
$2.72M -$891K -6,274 -25%
SWS
727
SYSTM Wealth Solutions
Illinois
$2.71M +$117K +826 +5%
TGAM
728
TBH Global Asset Management
Tennessee
$2.7M +$1.36M +9,568 +102%
CW
729
CreativeOne Wealth
Kansas
$2.7M +$1.51M +10,604 +127%
PCA
730
Pallas Capital Advisors
Massachusetts
$2.7M -$1.76M -12,418 -40%
RA
731
RFG Advisory
Alabama
$2.69M +$515K +3,624 +24%
IAIM
732
International Assets Investment Management
Florida
$2.69M +$740K +5,300 +38%
SWM
733
StoneCrest Wealth Management
Arizona
$2.67M -$349K -2,456 -12%
CFM
734
Comprehensive Financial Management
California
$2.67M
LNC
735
Lincoln National Corp
Pennsylvania
$2.66M +$1.21M +8,534 +84%
SG
736
Somerset Group
Minnesota
$2.65M -$797K -5,610 -23%
WF
737
Welch & Forbes
Massachusetts
$2.65M +$5.4K +38 +0.2%
WC
738
Westhampton Capital
North Carolina
$2.61M +$852 +6 +0%
PL
739
Perpetual Ltd
Australia
$2.6M -$1.01M -7,120 -28%
1WM
740
1858 Wealth Management
Ohio
$2.6M
FSA
741
Fort Sheridan Advisors
Illinois
$2.6M +$200K +1,406 +8%
SCP
742
Shorepoint Capital Partners
Massachusetts
$2.58M -$1.23M -8,658 -32%
DA
743
Dover Advisors
Virginia
$2.57M +$575K +4,048 +29%
PCIA
744
Prime Capital Investment Advisors
Kansas
$2.57M -$970K -6,830 -27%
AAM
745
Ascension Asset Management
New York
$2.56M +$2.56M +18,050 New
SWP
746
Stratos Wealth Partners
Ohio
$2.54M +$721K +5,078 +40%
IAS
747
Insigneo Advisory Services
Florida
$2.52M +$755K +5,314 +43%
BWG
748
Boomfish Wealth Group
Georgia
$2.5M -$209K -1,468 -8%
PI
749
PFG Investments
New York
$2.49M +$598K +4,206 +32%
MA
750
Mutual Advisors
Nebraska
$2.49M +$1.42M +10,030 +134%