PANW icon

Palo Alto Networks
PANW

Overview Fund Activity

1,627 hedge funds and large institutions have $62.1B invested in Palo Alto Networks in 2023 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 692 increasing their positions, 549 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+43
Holders Change %
+2.71%
% of All Funds
25.94%
Holding in Top 10
79
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-25.47%
% of All Funds
1.26%
New
169
Increased
692
Reduced
549
Closed
110
Calls
$3.17B
Puts
$7.64B
Net Calls
-$4.48B
Net Calls Change
-$224M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$698M
2
Jane Street
Jane Street
New York
+$389M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$343M
4
Citadel Advisors
Citadel Advisors
Florida
+$337M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$540M
2
Bank of America
Bank of America
North Carolina
-$365M
3
GIM
Generation Investment Management
United Kingdom
-$289M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$257M
5
SP
Sarasin & Partners
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1151
Prosperity Wealth Management
California
$457K +$457K +3,902 New
SPW
1152
Sonoma Private Wealth
California
$457K +$1.64K +14 +0.4%
MGIA
1153
Moneta Group Investment Advisors
Missouri
$454K +$137K +1,166 +43%
1WM
1154
1900 Wealth Management
Texas
$454K +$139K +1,182 +44%
GPA
1155
Garrison Point Advisors
California
$451K – – –
GIP
1156
Granite Investment Partners
California
$447K – – –
1IA
1157
1620 Investment Advisors
Massachusetts
$444K -$446K -3,802 -50%
JE
1158
JMAC Enterprises
Pennsylvania
$444K +$83.5K +712 +23%
PIM
1159
Penobscot Investment Management
Massachusetts
$441K +$441K +3,760 New
IRAG
1160
Investment Research & Advisory Group
Georgia
$437K – – –
BCP
1161
Berkeley Capital Partners
Georgia
$435K +$91.4K +780 +27%
GSEP
1162
Golden State Equity Partners
California
$435K +$5.16K +44 +1%
GSC
1163
Ground Swell Capital
South Carolina
$435K +$435K +3,710 New
Parnassus Investments
1164
Parnassus Investments
California
$433K +$433K +3,696 New
BW
1165
Bison Wealth
Georgia
$433K +$15.2K +130 +4%
VWA
1166
V Wealth Advisors
Kansas
$432K -$460K -3,924 -52%
GFPC
1167
Global Financial Private Client
Florida
$431K -$710 -6 -0.2%
CSPIA
1168
Cary Street Partners Investment Advisory
Virginia
$430K +$125K +1,064 +41%
CFD
1169
Creative Financial Designs
Indiana
$426K +$14.1K +120 +3%
PIN
1170
Prudent Investors Network
California
$425K +$938 +8 +0.2%
RIA
1171
Regal Investment Advisors
Michigan
$424K -$191K -1,628 -31%
SDIC
1172
South Dakota Investment Council
South Dakota
$422K -$23.4K -200 -5%
ACM
1173
Argent Capital Management
Missouri
$422K – – –
WEG
1174
World Equity Group
Illinois
$421K +$217K +1,850 +106%
PWP
1175
Perfromance Wealth Partners
Illinois
$419K +$50.9K +434 +14%
45 46
47
48 49