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
GA
1176
Goldstein Advisors
Wisconsin
$287K -$37.6K -444 -13%
STA
1177
Summit Trail Advisors
New York
$286K +$243K +2,866 New
VCM
1178
Violich Capital Management
California
$285K +$242K +2,850 New
DBT
1179
Dubuque Bank & Trust
Iowa
$284K +$241K +2,844 New
ACA
1180
Aptus Capital Advisors
Alabama
$283K -$420K -4,952 -64%
CMBA
1181
C.M. Bidwell & Associates
Hawaii
$282K -$12.2K -144 -5%
CWC
1182
Carolinas Wealth Consulting
North Carolina
$281K +$3.73K +44 +2%
1WA
1183
180 Wealth Advisors
Washington
$280K
SFO
1184
Stokes Family Office
Louisiana
$280K +$237K +2,802 New
DWP
1185
Daymark Wealth Partners
Ohio
$279K +$237K +2,796 New
CIA
1186
Capital Investment Advisors
Georgia
$279K -$11.5K -136 -5%
BB
1187
Berkshire Bank
Massachusetts
$278K +$236K +2,782 New
MS
1188
Mizuho Securities
Japan
$278K +$49.2K +580 +26%
GFS
1189
GYL Financial Synergies
Connecticut
$275K +$233K +2,754 New
SBIA
1190
Sheaff Brock Investment Advisors
Indiana
$275K +$233K +2,754 New
NIC
1191
Northwest Investment Counselors
Oregon
$274K
EWM
1192
Evercore Wealth Management
New York
$273K +$231K +2,730 New
TFCP
1193
Twin Focus Capital Partners
Massachusetts
$273K +$231K +2,730 New
FH
1194
FWG Holdings
Florida
$271K +$230K +2,716 New
CGA
1195
Crescent Grove Advisors
Illinois
$267K +$226K +2,670 New
WEG
1196
World Equity Group
Illinois
$266K +$1.41M +16,596 +400%
CW
1197
Connectus Wealth
Ohio
$266K -$25.9K -306 -10%
QCG
1198
Quadrant Capital Group
Ohio
$265K -$7.12K -84 -3%
BCP
1199
Berkeley Capital Partners
Georgia
$264K +$224K +2,648 New
DAL
1200
Delta Accumulation LLC
California
$264K