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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 %
RFO
951
RiverGlades Family Offices
Florida
$659K
MSFS
952
Main Street Financial Solutions
Pennsylvania
$658K -$120K -1,198 -15%
FA
953
FDx Advisors
Illinois
$658K
AT
954
Arden Trust
Delaware
$652K -$339K -3,390 -34%
SFS
955
Sowell Financial Services
Arkansas
$648K +$648K +6,490 New
AWA
956
Arkadios Wealth Advisors
Georgia
$648K +$35.6K +356 +6%
SWM
957
SeaCrest Wealth Management
New York
$646K +$22.4K +224 +4%
ARG
958
Advisory Resource Group
Oklahoma
$645K +$645K +6,462 New
HIC
959
Hartline Investment Corp
Illinois
$641K
PJSIMP
960
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K +$234K +2,526 +58%
CI
961
Cigna Investments
Connecticut
$640K -$9.4K -94 -1%
AC
962
AXQ Capital
New Jersey
$639K +$639K +6,400 New
GL
963
Graypoint LLC
New York
$632K +$93.3K +934 +17%
FFS
964
Founders Financial Securities
Maryland
$631K +$6.59K +66 +1%
CT
965
Chicago Trust
Illinois
$631K +$98.9K +990 +19%
ST
966
Smithfield Trust
Pennsylvania
$625K
SPWM
967
Schrum Private Wealth Management
Florida
$623K
PIA
968
Perennial Investment Advisors
California
$623K +$12K +120 +2%
Wealthfront Advisers
969
Wealthfront Advisers
California
$622K +$285K +2,858 +85%
BSW
970
Buckingham Strategic Wealth
Missouri
$618K
WSC
971
Wellington Shields & Co
New York
$617K +$420K +4,208 +213%
OFS
972
OneAscent Financial Services
Alabama
$616K +$75.1K +752 +14%
GVAG
973
Great Valley Advisor Group
Delaware
$615K -$55.9K -560 -8%
CCG
974
Capital CS Group
California
$613K +$613K +6,142 New
PPW
975
Parcion Private Wealth
Washington
$612K