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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 %
EWA
1026
Exencial Wealth Advisors
Oklahoma
$683K -$23.5K -184 -3%
Luther King Capital Management (LKCM)
1027
Luther King Capital Management (LKCM)
Texas
$678K +$19.2K +150 +3%
TDC
1028
Thompson Davis & Co
Virginia
$677K
AWE
1029
Avidian Wealth Enterprises
Texas
$673K
RIA
1030
Regal Investment Advisors
Michigan
$670K +$78.2K +612 +13%
Loomis, Sayles & Company
1031
Loomis, Sayles & Company
Massachusetts
$665K +$589K +4,608 +773%
STA
1032
Summit Trail Advisors
New York
$665K +$298K +2,336 +82%
VVP
1033
Venture Visionary Partners
Ohio
$663K +$159K +1,248 +32%
PWA
1034
Phoenix Wealth Advisors
North Carolina
$661K -$15.3K -120 -2%
BJL
1035
Brighton Jones LLC
Washington
$650K +$110K +862 +20%
SW
1036
SkyOak Wealth
Michigan
$647K
DF
1037
Donoghue Forlines
Massachusetts
$643K +$196K +1,538 +44%
V
1038
Veritable
Delaware
$642K +$48.8K +382 +8%
AT
1039
American Trust
Kentucky
$641K -$89.7K -702 -12%
CWM
1040
Circle Wealth Management
New Jersey
$640K +$11.2K +88 +2%
FFA
1041
Fairfield Financial Advisors
Massachusetts
$639K +$27.3K +214 +4%
HIM
1042
Hillsdale Investment Management
Ontario, Canada
$639K -$94.5K -740 -13%
DA
1043
DCF Advisers
Connecticut
$639K +$639K +5,000 New
BCM
1044
Becker Capital Management
Oregon
$638K +$246K +1,928 +63%
SFI
1045
Siemens Fonds Invest
Germany
$637K +$325K +2,556 +104%
MFG
1046
Menard Financial Group
Texas
$637K +$62.6K +490 +11%
RCM
1047
RB Capital Management
Nevada
$635K -$23.8K -186 -4%
SDWIA
1048
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$635K +$11.5K +90 +2%
AAS
1049
Ameritas Advisory Services
Nebraska
$635K -$680K -5,490 -52%
LB
1050
Leo Brokerage
Texas
$634K +$7.92K +62 +1%