We are live on ! Find out more
PANW icon

Palo Alto Networks

1,470 hedge funds and large institutions have $51.7B invested in Palo Alto Networks in 2023 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 594 increasing their positions, 467 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 104

70% more funds holding in top 10

Funds holding in top 10: 4678 (+32)

46% more capital invested

Capital invested by funds: $35.3B → $51.7B (+$16.4B)

27% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 467

20.88% more ownership

Funds ownership: 167.05%187.92% (+21%)

7% more funds holding

Funds holding: 1,3771,470 (+93)

61% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $5.71B

Holders
1,470
Holders Change
+93
Holders Change %
+6.75%
% of All Funds
23.43%
Holding in Top 10
78
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+69.57%
% of All Funds
1.24%
New
228
Increased
594
Reduced
467
Closed
104
Calls
$2.23B
Puts
$5.71B
Net Calls
-$3.49B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1051
WrapManager Inc
California
$456K +$28.1K +332 +8%
Fayez Sarofim & Co
1052
Fayez Sarofim & Co
Texas
$454K +$15.4K +182 +4%
FMN
1053
Financial Management Network
California
$450K -$11.5K -136 -3%
PVM
1054
Palogic Value Management
Texas
$449K
MFG
1055
Menard Financial Group
Texas
$449K
WAP
1056
Wealthcare Advisory Partners
Pennsylvania
$447K +$45.8K +540 +14%
GLA
1057
Great Lakes Advisors
Illinois
$446K +$2.88K +34 +0.8%
GIA
1058
Guyasuta Investment Advisors
Pennsylvania
$445K +$11.9K +140 +3%
P
1059
Pitcairn
Pennsylvania
$444K +$108K +1,276 +40%
CNBT
1060
Canandaigua National Bank & Trust
New York
$442K +$375K +4,426 New
SPW
1061
Sonoma Private Wealth
California
$440K +$26.4K +312 +8%
DDPIC
1062
Deroy & Devereaux Private Investment Counsel
Michigan
$436K -$33.9K -400 -8%
HFW
1063
Horizon Family Wealth
Illinois
$436K +$370K +4,364 New
GFPC
1064
Global Financial Private Client
Florida
$433K -$7.8K -92 -2%
PG
1065
Patten Group
Tennessee
$433K +$25.3K +298 +7%
FANJ
1066
Financial Architects (New Jersey)
New Jersey
$430K +$2.54K +30 +0.7%
CFB
1067
Cullen/Frost Bankers
Texas
$428K -$74.2K -876 -17%
AF
1068
Allworth Financial
California
$425K +$39K +460 +12%
NHT
1069
New Hampshire Trust
New Hampshire
$423K -$5.93K -70 -2%
BJL
1070
Brighton Jones LLC
Washington
$422K +$44.7K +528 +14%
FMTC
1071
Farmers & Merchants Trust Company
California
$419K
AFG
1072
Alterity Financial Group
Maine
$418K +$7.46K +88 +2%
ICP
1073
Interchange Capital Partners
Pennsylvania
$416K +$353K +4,162 New
WPP
1074
Whalerock Point Partners
Rhode Island
$415K +$58.5K +690 +20%
CB
1075
CNB Bank
Pennsylvania
$409K +$13.9K +164 +4%