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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 %
CL
1126
Choreo LLC
Illinois
$342K +$342K +3,420 New
SC
1127
SouthState Corp
Florida
$340K
JHCP
1128
Jackson Hole Capital Partners
Oklahoma
$340K +$340K +3,408 New
FTDI
1129
First Trust Direct Indexing
Massachusetts
$339K -$134K -1,338 -28%
DI
1130
Diligent Investors
California
$339K +$30K +300 +10%
WW
1131
Westshore Wealth
California
$336K
LCM
1132
Leisure Capital Management
California
$335K -$1.8K -18 -0.5%
GG
1133
Gleason Group
Kentucky
$330K
AG
1134
Ascent Group
Virginia
$329K -$53.7K -538 -14%
PWPS
1135
Pinnacle Wealth Planning Services
Ohio
$328K +$799 +8 +0.2%
IRAG
1136
Investment Research & Advisory Group
Georgia
$326K
MSR
1137
Main Street Research
Connecticut
$324K -$2.56M -25,662 -89%
BBNA
1138
Bremer Bank National Association
Minnesota
$322K -$37.2K -372 -10%
GG
1139
Greenwood Gearhart
Arkansas
$322K -$11.4K -114 -3%
SSWM
1140
Strait & Sound Wealth Management
California
$322K -$7.99K -80 -2%
BCM
1141
Boltwood Capital Management
California
$322K -$1.4K -14 -0.4%
MWA
1142
Meridian Wealth Advisors
Texas
$321K
BWP
1143
Baldwin Wealth Partners
Massachusetts
$315K +$6.59K +66 +2%
PD
1144
Planning Directions
Pennsylvania
$315K -$18.6K -186 -6%
CIA
1145
Choate Investment Advisors
Massachusetts
$313K -$12K -120 -4%
PWP
1146
Perfromance Wealth Partners
Illinois
$313K -$8.99K -90 -3%
MCC
1147
Money Concepts Capital
Florida
$313K -$427K -4,310 -58%
MTC
1148
McDaniel Terry & Co
Texas
$310K +$310K +3,106 New
FMC
1149
First Merchants Corp
Indiana
$309K -$16.2K -162 -5%
FFM
1150
Forum Financial Management
Illinois
$307K +$307K +3,070 New