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Palo Alto Networks

1,584 hedge funds and large institutions have $68.5B invested in Palo Alto Networks in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 586 increasing their positions, 572 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+122
Holders Change %
+8.34%
% of All Funds
24.98%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.67%
New
229
Increased
586
Reduced
572
Closed
98
Calls
$3.07B
Puts
$7.32B
Net Calls
-$4.25B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
1201
Berkeley Capital Partners
Georgia
$375K +$36.5K +286 +11%
VCP
1202
Verus Capital Partners
Arizona
$374K
FFM
1203
Forum Financial Management
Illinois
$373K -$19.2K -150 -5%
DWP
1204
Daymark Wealth Partners
Ohio
$373K +$15.3K +120 +4%
GDP
1205
Great Diamond Partners
Maine
$368K -$22K -172 -6%
GA
1206
Goldstein Advisors
Wisconsin
$368K +$511 +4 +0.1%
SGA
1207
Seaport Global Advisors
Massachusetts
$368K +$92K +720 +33%
CIA
1208
Capital Investment Advisors
Georgia
$367K +$10.5K +82 +3%
PTC
1209
Petrus Trust Company
Texas
$365K -$364K -2,850 -50%
VCM
1210
Violich Capital Management
California
$364K
PCM
1211
Parsons Capital Management
Rhode Island
$363K +$363K +2,844 New
CL
1212
Choreo LLC
Illinois
$361K -$75.6K -592 -17%
SBIA
1213
Sheaff Brock Investment Advisors
Indiana
$360K +$8.18K +64 +2%
TNA
1214
True North Advisors
Texas
$359K -$14.3K -112 -4%
CA
1215
Cullinan Associates
Kentucky
$358K +$358K +2,800 New
WMA
1216
Wealth Management Associates
New Jersey
$357K -$17.1K -134 -5%
OCM
1217
One Capital Management
California
$356K -$14.1K -110 -4%
BB
1218
Berkshire Bank
Massachusetts
$355K
TFCP
1219
Twin Focus Capital Partners
Massachusetts
$354K +$5.11K +40 +1%
BL
1220
Balentine LLC
Georgia
$353K +$353K +2,764 New
CPIG
1221
Chicago Partners Investment Group
Illinois
$351K +$90.5K +766 +35%
SSWM
1222
Strait & Sound Wealth Management
California
$349K -$63.1K -494 -15%
EWM
1223
Evercore Wealth Management
New York
$349K
I
1224
InceptionR
California
$348K +$348K +2,724 New
NAS
1225
Nicolet Advisory Services
Wisconsin
$348K +$22.6K +178 +7%