PANW icon

Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
901
Private Trust Company
Ohio
$1.12M +$3.99K +34 +0.4%
SF
902
Summit Financial
New Jersey
$1.12M +$329K +2,806 +41%
BSB
903
Bangor Savings Bank
Maine
$1.12M +$19.9K +170 +2%
TFP
904
Tilia Fiduciary Partners
North Carolina
$1.11M +$70.6K +602 +7%
MBT
905
Montecito Bank & Trust
California
$1.11M +$5.86K +50 +0.5%
CWM
906
Congress Wealth Management
Massachusetts
$1.11M +$893K +7,614 +410%
DA
907
Duality Advisers
Florida
$1.11M +$1.11M +9,448 New
XWM
908
Xcel Wealth Management
Florida
$1.11M +$290K +2,470 +35%
TBWA
909
Three Bridge Wealth Advisors
California
$1.1M – – –
QPW
910
Quantum Private Wealth
Florida
$1.09M +$24.1K +206 +2%
CPRC
911
Consolidated Portfolio Review Corp
New York
$1.08M +$53.9K +460 +5%
GA
912
GraniteShares Advisors
New York
$1.07M +$861K +7,348 +415%
TCA
913
Transcend Capital Advisors
New Jersey
$1.07M -$938 -8 -0.1%
BSW
914
Buckingham Strategic Wealth
Missouri
$1.07M +$11.5K +98 +1%
AO
915
Advisor OS
Illinois
$1.06M +$810K +6,910 +318%
OCM
916
Orser Capital Management
Texas
$1.06M +$1.06M +9,034 New
TCM
917
Triumph Capital Management
Colorado
$1.06M +$332K +2,832 +46%
FNT
918
First National Trust
Pennsylvania
$1.06M -$20.4K -174 -2%
CA
919
Cornerstone Advisors
North Carolina
$1.05M +$1.05M +9,000 New
QI
920
Qtron Investments
Massachusetts
$1.05M – – –
VI
921
Versor Investments
New York
$1.05M +$332K +2,836 +47%
PSP
922
Principal Street Partners
Tennessee
$1.04M -$95.7K -816 -8%
Optiver Holding
923
Optiver Holding
Netherlands
$1.04M +$1.04M +8,904 New
GCM
924
Graham Capital Management
Connecticut
$1.03M +$1.03M +8,796 New
GT
925
Greenleaf Trust
Michigan
$1.03M +$231K +1,970 +29%
35 36
37
38 39