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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 %
SBF
1001
Sara-Bay Financial
Florida
$539K
CFS
1002
CRA Financial Services
New Jersey
$539K +$539K +5,400 New
EFM
1003
E Fund Management
China
$538K -$35.3K -354 -6%
CMI
1004
Clare Market Investments
Texas
$538K -$222K -2,220 -29%
BBHC
1005
Brown Brothers Harriman & Co
New York
$533K +$41.5K +416 +8%
EH
1006
Equitable Holdings
New York
$530K +$38.6K +386 +8%
AA
1007
Apriem Advisors
California
$530K +$38K +380 +8%
TDC
1008
Thompson Davis & Co
Virginia
$529K +$9.99K +100 +2%
PCM
1009
Prelude Capital Management
New York
$529K +$529K +5,298 New
CAM
1010
Close Asset Management
United Kingdom
$529K +$529K +5,300 New
PWA
1011
Phoenix Wealth Advisors
North Carolina
$529K -$26K -260 -5%
SC
1012
Saturna Capital
Washington
$528K +$528K +5,284 New
AWE
1013
Avidian Wealth Enterprises
Texas
$526K -$5.99K -60 -1%
CGH
1014
Crossmark Global Holdings
Texas
$522K -$61.5K -616 -11%
Luther King Capital Management (LKCM)
1015
Luther King Capital Management (LKCM)
Texas
$515K +$2.4K +24 +0.5%
RCM
1016
RB Capital Management
Nevada
$515K +$26.8K +268 +5%
DAS
1017
Dynamic Advisor Solutions
Arizona
$511K +$125K +1,256 +33%
SW
1018
SkyOak Wealth
Michigan
$506K -$200K -2,000 -28%
IDBONY
1019
Israel Discount Bank of New York
New York
$505K -$136K -1,366 -21%
RWM
1020
Ritholtz Wealth Management
New York
$504K +$41.1K +412 +9%
MWM
1021
Mission Wealth Management
California
$500K -$27.8K -278 -5%
CFGS
1022
Concourse Financial Group Securities
Alabama
$496K -$176K -1,762 -26%
GT
1023
Glenview Trust
Kentucky
$493K -$49.9K -500 -9%
KFA
1024
Kelleher Financial Advisors
New York
$492K
CWM
1025
Circle Wealth Management
New Jersey
$492K