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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
NRI
1251
NFP Retirement Inc
California
$224K +$190K +2,238 New
RIA
1252
Realta Investment Advisors
Delaware
$224K +$190K +2,238 New
IPW
1253
Invictus Private Wealth
Colorado
$222K +$189K +2,226 New
USCWA
1254
U.S. Capital Wealth Advisors
Texas
$222K +$5.08K +60 +3%
CFD
1255
Creative Financial Designs
Indiana
$222K +$8.47K +100 +5%
CCM
1256
Coldstream Capital Management
Washington
$221K +$187K +2,208 New
HAS
1257
HBW Advisory Services
California
$220K +$186K +2,200 New
TFA
1258
Trinity Financial Advisors
Ohio
$220K +$186K +2,200 New
AWS
1259
AJ Wealth Strategies
New York
$219K +$186K +2,196 New
FB
1260
First Bancorp
Maine
$218K +$185K +2,184 New
SP
1261
Symmetry Partners
Connecticut
$217K +$184K +2,172 New
SGA
1262
Seaport Global Advisors
Massachusetts
$216K -$45.3K -534 -20%
FFA
1263
Founders Financial Alliance
North Carolina
$215K +$182K +2,146 New
CPIG
1264
Chicago Partners Investment Group
Illinois
$212K +$187K +2,210 New
FCA
1265
FinTrust Capital Advisors
South Carolina
$212K +$169K +2,000 +1,149%
GGS
1266
Galvin Gaustad & Stein
Arizona
$212K +$179K +2,118 New
CWA
1267
Clarus Wealth Advisors
Arizona
$212K +$187K +2,204 New
TA
1268
TFB Advisors
Kansas
$211K +$179K +2,114 New
CWM
1269
Cornerstone Wealth Management
Missouri
$211K +$179K +2,110 New
CGL
1270
Clarius Group LLC
Washington
$211K +$179K +2,108 New
SFG
1271
Sather Financial Group
Texas
$210K +$178K +2,102 New
NP
1272
NorthRock Partners
Minnesota
$210K +$178K +2,102 New
ACM
1273
AUA Capital Management
Pennsylvania
$210K
SIG
1274
Sargent Investment Group
Maryland
$209K +$181K +2,130 New
JWBC
1275
J.W. Burns & Co
New York
$209K +$177K +2,090 New