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Palo Alto Networks

1,462 hedge funds and large institutions have $51.5B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 592 increasing their positions, 463 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+93
Holders Change %
+6.79%
% of All Funds
23.4%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.25%
New
228
Increased
592
Reduced
463
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Shares
Change %
HBWM
851
Hollow Brook Wealth Management
New York
$955K
TBWA
852
Three Bridge Wealth Advisors
California
$940K
BSB
853
Bangor Savings Bank
Maine
$936K -$6.59K -66 -0.7%
GAA
854
Green Alpha Advisors
Colorado
$925K -$2.8K -28 -0.3%
BTWM
855
Baker Tilly Wealth Management
Wisconsin
$919K -$4.39K -44 -0.5%
PAA
856
Peregrine Asset Advisers
Oregon
$912K -$50.9K -510 -5%
JFG
857
Jefferies Financial Group
New York
$906K -$8.54M -85,496 -90%
MWM
858
Meridian Wealth Management
Kentucky
$905K +$9.19K +92 +1%
BWP
859
BSW Wealth Partners
Colorado
$904K -$14.6K -146 -2%
LOAMS
860
Lombard Odier Asset Management (Switzerland)
Switzerland
$892K -$209K -2,090 -19%
PFS
861
Prospera Financial Services
Texas
$884K -$65.3K -654 -7%
BA
862
Bluesphere Advisors
Pennsylvania
$879K
GCA
863
Guardian Capital Advisors
Ontario, Canada
$879K +$420K +4,300 +91%
JDR
864
Jay D. Rosenbaum
$878K +$128K +1,286 +17%
PCIA
865
Prime Capital Investment Advisors
Kansas
$871K +$871K +8,724 New
GT
866
Glenmede Trust
Pennsylvania
$868K -$59.5K -596 -6%
UCFA
867
United Capital Financial Advisors
Texas
$867K -$728K -7,288 -46%
NB
868
Nicolet Bankshares
Wisconsin
$861K -$54.8K -946 -6%
Twin Tree Management
869
Twin Tree Management
Texas
$860K -$10.6M -106,262 -92%
HPC
870
HM Payson & Co
Maine
$854K -$265K -2,650 -24%
WW
871
Windle Wealth
Oklahoma
$853K
FIM
872
Freedom Investment Management
Connecticut
$852K +$109K +1,088 +15%
RCA
873
Resonant Capital Advisors
Wisconsin
$849K +$33.4K +334 +4%
S
874
SignatureFD
Georgia
$849K +$33.4K +334 +4%
TCA
875
Transcend Capital Advisors
New Jersey
$847K -$33.2K -332 -4%