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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 %
VSQM
1251
V-Square Quantitative Management
Illinois
$585K +$368K +2,590 +170%
WCM
1252
Windward Capital Management
California
$583K +$583K +4,106 New
AP
1253
Americana Partners
Texas
$582K +$582K +4,096 New
WMP
1254
Wealth Management Partners
Arizona
$580K +$288K +2,028 +99%
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K
CWP
1256
Concord Wealth Partners
Virginia
$577K +$65.4K +460 +13%
SMAM
1257
Sugar Maple Asset Management
Wisconsin
$575K +$575K +4,044 New
VAS
1258
Vestmark Advisory Solutions
Massachusetts
$572K -$16.2K -114 -3%
CAMV
1259
Concord Asset Management (Virginia)
Virginia
$571K +$73.3K +516 +15%
MFG
1260
Merit Financial Group
Georgia
$569K -$751K -5,072 -57%
PI
1261
Parkside Investments
Illinois
$568K +$568K +4,000 New
LFA
1262
Lauterbach Financial Advisors
Texas
$568K +$568K +4,000 New
FDS
1263
First Dallas Securities
Texas
$568K +$227K +1,600 +67%
CCG
1264
Ceeto Capital Group
Florida
$568K +$568K +4,000 New
GC
1265
GFG Capital
Florida
$562K +$190K +1,336 +51%
V
1266
ViaWealth
Kansas
$559K +$559K +3,932 New
FAFN
1267
First Affirmative Financial Network
Colorado
$556K -$170K -1,196 -23%
GIA
1268
Guyasuta Investment Advisors
Pennsylvania
$555K
CL
1269
Choreo LLC
Illinois
$546K -$15.6K -110 -3%
CB
1270
Community Bank
New York
$545K +$545K +3,836 New
SC
1271
Sierra Capital
Florida
$544K -$271K -1,910 -33%
GIP
1272
Granite Investment Partners
California
$542K
MPM
1273
MBB Public Markets
Illinois
$542K +$542K +3,816 New
GBWM
1274
Granite Bay Wealth Management
New Hampshire
$540K -$8.96M -63,040 -94%
FFAM
1275
Forge First Asset Management
Canada
$540K +$540K +3,800 New