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Palo Alto Networks

1,584 hedge funds and large institutions have $68.5B invested in Palo Alto Networks in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 586 increasing their positions, 572 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+122
Holders Change %
+8.34%
% of All Funds
24.98%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.67%
New
229
Increased
586
Reduced
572
Closed
98
Calls
$3.07B
Puts
$7.32B
Net Calls
-$4.25B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$982K +$250K +1,960 +34%
UCFA
927
United Capital Financial Advisors
Texas
$978K -$132K -1,030 -12%
PWP
928
Principle Wealth Partners
Connecticut
$977K +$977K +7,644 New
VWA
929
V Wealth Advisors
Kansas
$972K +$24.8K +194 +3%
1IA
930
1620 Investment Advisors
Massachusetts
$970K -$23K -180 -2%
FCBT
931
First Citizens Bank & Trust
North Carolina
$966K +$53.4K +418 +6%
ISL
932
Ingalls & Snyder LLC
New York
$966K
KLCM
933
KG&L Capital Management
Louisiana
$962K -$42.2K -330 -4%
HCM
934
Hollencrest Capital Management
California
$959K +$830K +6,498 +646%
CG
935
Colony Group
Massachusetts
$957K -$16.4K -128 -2%
FCA
936
FLC Capital Advisors
California
$954K
BM
937
Brandywine Managers
Delaware
$947K
BTWM
938
Baker Tilly Wealth Management
Wisconsin
$936K -$240K -1,876 -20%
FCB
939
First County Bank
Connecticut
$929K
NAM
940
NTV Asset Management
West Virginia
$926K +$185K +1,450 +25%
CI
941
Cigna Investments
Connecticut
$924K +$106K +830 +13%
CIP
942
Capital Insight Partners
Arizona
$917K +$68.2K +534 +8%
YC
943
Yarbrough Capital
Tennessee
$915K
IIA
944
Integral Investment Advisors
California
$910K -$108K -848 -11%
EH
945
Equitable Holdings
New York
$909K +$231K +1,808 +34%
CF
946
Cantor Fitzgerald
New York
$909K +$30.2K +236 +3%
BAM
947
Bayshore Asset Management
Florida
$906K
TAM
948
Trust Asset Management
Texas
$904K +$904K +7,074 New
HH
949
Hilltop Holdings
Texas
$899K +$196K +1,534 +28%
BAM
950
Belpointe Asset Management
Nevada
$897K -$1.75M -13,698 -66%