PANW icon

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 %
CWM
1226
Congress Wealth Management
Massachusetts
$240K -$883K -8,838 -79%
BCM
1227
Brookstone Capital Management
Illinois
$238K +$238K +2,362 New
PWP
1228
Private Wealth Partners
California
$237K +$237K +2,376 New
TFS
1229
Thoroughbred Financial Services
Tennessee
$237K +$237K +2,376 New
EDRIA
1230
Edmonds Duncan Registered Investment Advisors
Kansas
$235K +$235K +2,356 New
LPAM
1231
Lodestar Private Asset Management
California
$234K +$234K +2,346 New
PPWM
1232
PFG Private Wealth Management
Florida
$234K -$7.39K -74 -3%
JCIA
1233
Jackson Creek Investment Advisors
Colorado
$233K +$233K +2,334 New
YIA
1234
YHB Investment Advisors
Connecticut
$231K +$231K +2,308 New
CC
1235
Callan Capital
California
$230K +$230K +2,298 New
CCA
1236
Conservest Capital Advisors
Pennsylvania
$230K +$230K +2,298 New
CHP
1237
Cable Hill Partners
Oregon
$229K +$229K +2,296 New
AWM
1238
Angeles Wealth Management
California
$229K +$229K +2,296 New
CCP
1239
Carmel Capital Partners
California
$229K +$229K +2,292 New
CCT
1240
Capital City Trust
Florida
$228K +$228K +2,286 New
CAM
1241
Cozad Asset Management
Illinois
$227K +$227K +2,276 New
WSTAM
1242
Wilbanks Smith & Thomas Asset Management
Virginia
$226K +$226K +2,262 New
NRI
1243
NFP Retirement Inc
California
$224K +$224K +2,238 New
RIA
1244
Realta Investment Advisors
Delaware
$224K +$224K +2,238 New
IPW
1245
Invictus Private Wealth
Colorado
$222K +$222K +2,226 New
USCWA
1246
U.S. Capital Wealth Advisors
Texas
$222K +$5.99K +60 +3%
CFD
1247
Creative Financial Designs
Indiana
$222K +$9.99K +100 +5%
CCM
1248
Coldstream Capital Management
Washington
$221K +$221K +2,208 New
HAS
1249
HBW Advisory Services
California
$220K +$220K +2,200 New
TFA
1250
Trinity Financial Advisors
Ohio
$220K +$220K +2,200 New