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Palo Alto Networks

1,881 hedge funds and large institutions have $69.5B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 854 increasing their positions, 596 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.26%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
248
Increased
854
Reduced
596
Closed
164
Calls
$4.73B
Puts
$6.77B
Net Calls
-$2.04B
Net Calls Change
+$3.06B
Name Holding Trade Value Shares
Change
Shares
Change %
AGWCA
1176
Annis Gardner Whiting Capital Advisors
Florida
$719K +$162K +1,142 +29%
SPA
1177
Sherbrooke Park Advisers
New York
$719K +$719K +5,058 New
OM
1178
OV Management
Minnesota
$715K
DF
1179
Donoghue Forlines
Massachusetts
$714K +$182K +1,282 +34%
BCP
1180
Berkeley Capital Partners
Georgia
$714K +$154K +1,084 +28%
RIA
1181
Regal Investment Advisors
Michigan
$712K +$56.3K +396 +9%
ARG
1182
Advisory Resource Group
Oklahoma
$711K -$29K -204 -4%
UM
1183
Ulysses Management
New York
$710K +$710K +5,000 New
DFG
1184
Delta Financial Group
New Jersey
$703K -$21.6K -152 -3%
TA
1185
Tactive Advisors
Florida
$702K +$440K +3,094 +167%
LWL
1186
Leo Wealth LLC
Texas
$702K +$30.1K +214 +4%
RSWM
1187
Robertson Stephens Wealth Management
California
$702K +$138K +974 +25%
Fayez Sarofim & Co
1188
Fayez Sarofim & Co
Texas
$700K -$68.5K -482 -9%
KWA
1189
Kingswood Wealth Advisors
California
$699K -$256K -1,800 -27%
HNB
1190
Hilltop National Bank
Wyoming
$697K +$697K +4,904 New
MSA
1191
Marino Stram & Associates
Massachusetts
$696K -$2.27K -16 -0.3%
WCA
1192
Westover Capital Advisors
Delaware
$695K +$40.6K +286 +6%
HBWM
1193
Hollow Brook Wealth Management
New York
$692K
EFG
1194
Everhart Financial Group
Ohio
$691K +$72.5K +510 +12%
ECM
1195
Element Capital Management
New York
$691K +$691K +4,862 New
FMN
1196
Financial Management Network
California
$690K +$26.5K +200 +4%
VAM
1197
Vienna Asset Management
California
$690K +$690K +4,854 New
GM
1198
GeoWealth Management
Illinois
$685K +$17K +120 +3%
PWM
1199
Prosperity Wealth Management
California
$684K +$684K +4,818 New
BJL
1200
Brighton Jones LLC
Washington
$683K +$130K +914 +23%