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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 %
LCM
926
Liberty Capital Management
Michigan
$1.56M +$372K +2,618 +31%
TWP
927
Tyche Wealth Partners
Texas
$1.56M +$867K +6,104 +126%
FIM
928
Freedom Investment Management
Connecticut
$1.55M +$188K +1,324 +14%
FHA
929
Flagship Harbor Advisors
Massachusetts
$1.55M +$51.7K +364 +3%
TCA
930
Transcend Capital Advisors
New Jersey
$1.55M +$153K +1,078 +11%
QPW
931
Quantum Private Wealth
Florida
$1.55M +$80.4K +566 +5%
ISWM
932
Independent Solutions Wealth Management
New York
$1.55M -$121K -852 -7%
TFP
933
Tilia Fiduciary Partners
North Carolina
$1.54M +$121K +852 +9%
CAM
934
Cozad Asset Management
Illinois
$1.53M -$27.8K -196 -2%
FTDI
935
First Trust Direct Indexing
Massachusetts
$1.52M +$224K +1,576 +17%
SM
936
STF Management
Texas
$1.52M
PTC
937
Private Trust Company
Ohio
$1.51M +$238K +1,672 +19%
EFM
938
E Fund Management
China
$1.51M -$4.83K -34 -0.3%
AMG
939
Advisors Management Group
Wisconsin
$1.51M +$1.51M +10,600 New
WA
940
Wealth Alliance
New York
$1.5M -$139K -980 -8%
DT
941
Diversified Trust
Tennessee
$1.5M -$580K -4,084 -28%
WC
942
Waterloo Capital
Texas
$1.5M +$241K +1,696 +19%
WWM
943
Western Wealth Management
Colorado
$1.49M +$615K +4,326 +70%
RWM
944
Ritholtz Wealth Management
New York
$1.48M +$519K +3,654 +54%
SCP
945
Stamos Capital Partners
California
$1.48M +$62.5K +440 +4%
SF
946
Summit Financial
New Jersey
$1.48M +$175K +1,232 +13%
FAIM
947
Financial Advocates Investment Management
Washington
$1.47M -$2.95M -20,742 -67%
MMA
948
Miracle Mile Advisors
California
$1.46M +$137K +964 +10%
IMCOOI
949
Investment Management Corp of Ontario (IMCO)
Canada
$1.46M -$597K -4,200 -29%
LS
950
Leelyn Smith
Illinois
$1.46M -$9.95K -70 -0.7%