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Palo Alto Networks

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
1076
Penobscot Investment Management
Massachusetts
$939K +$385K +2,610 +69%
OHIS
1077
Oak Harvest Investment Services
Texas
$932K -$1.47K -10 -0.2%
NAMNJ
1078
NorthStar Asset Management (New Jersey)
New Jersey
$927K +$927K +6,288 New
SVWAG
1079
Sound View Wealth Advisors Group
Georgia
$924K -$244K -1,656 -21%
CD
1080
Chapin Davis
Maryland
$913K +$913K +6,190 New
DAS
1081
Dynamic Advisor Solutions
Arizona
$912K +$23.2K +164 +3%
NP
1082
NorthRock Partners
Minnesota
$912K +$594K +4,038 +187%
PGFC
1083
Peapack-Gladstone Financial Corp
New Jersey
$912K +$81.4K +552 +10%
FMLI
1084
Fukoku Mutual Life Insurance
Japan
$911K
WWM
1085
Western Wealth Management
Colorado
$909K +$161K +1,090 +21%
IPAM
1086
ICICI Prudential Asset Management
India
$902K +$100K +678 +12%
GT
1087
Glenview Trust
Kentucky
$899K -$53.4K -362 -6%
EWA
1088
Exencial Wealth Advisors
Oklahoma
$896K -$31.3K -212 -3%
KLCM
1089
KG&L Capital Management
Louisiana
$895K -$393K -2,664 -31%
KJHP
1090
K.J. Harrison & Partners
Ontario, Canada
$892K +$892K +6,048 New
AFG
1091
Atomi Financial Group
New York
$891K +$248K +1,680 +39%
SPIS
1092
Steward Partners Investment Solutions
Oregon
$884K +$884K +5,994 New
MWM
1093
Mission Wealth Management
California
$878K +$51.9K +352 +6%
CNBT
1094
Canandaigua National Bank & Trust
New York
$877K +$173K +1,170 +24%
PA
1095
PFG Advisors
Arizona
$876K -$5.01K -34 -0.6%
TWM
1096
Tradition Wealth Management
Minnesota
$875K +$1.77K +12 +0.2%
CFS
1097
CRA Financial Services
New Jersey
$870K -$30.7K -208 -3%
OWMIAS
1098
One Wealth Management Investment & Advisory Services
Florida
$861K +$861K +5,842 New
NFSG
1099
Newbridge Financial Services Group
Florida
$861K +$46.6K +316 +6%
PCM
1100
Prelude Capital Management
New York
$860K +$208K +1,410 +32%