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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 %
ETIA
1301
Epic Trust Investment Advisors
Washington
$274K +$274K +2,148 New
CGL
1302
Clarius Group LLC
Washington
$272K +$2.81K +22 +1%
AAM
1303
Aureus Asset Management
Massachusetts
$270K -$53.7K -420 -17%
AL
1304
Aspiriant LLC
California
$269K -$60K -470 -18%
SFG
1305
Sather Financial Group
Texas
$269K
FCA
1306
FinTrust Capital Advisors
South Carolina
$268K
RCAG
1307
Rehmann Capital Advisory Group
Michigan
$268K +$268K +2,094 New
WPWM
1308
Western Pacific Wealth Management
Illinois
$266K +$19.2K +150 +8%
JGUA
1309
John G. Ullman & Associates
New York
$265K
ACA
1310
Aptus Capital Advisors
Alabama
$264K -$97.3K -762 -27%
CCA
1311
Conservest Capital Advisors
Pennsylvania
$264K -$29.1K -228 -10%
AT
1312
Arden Trust
Delaware
$263K -$570K -4,462 -68%
WMP
1313
Wealth Management Partners
Arizona
$263K
PWP
1314
Private Wealth Partners
California
$261K -$42.2K -330 -14%
PA
1315
Prossimo Advisors
California
$261K +$261K +2,040 New
BC
1316
Barrett & Company
Rhode Island
$259K
CNBTD
1317
Citizens National Bank Trust Department
Mississippi
$257K
BFG
1318
Berger Financial Group
Minnesota
$256K +$256K +2,004 New
CPW
1319
Catalyst Private Wealth
California
$256K -$8.18K -64 -3%
RC
1320
RBF Capital
California
$256K +$256K +2,000 New
VCG
1321
Vantage Consulting Group
Virginia
$254K +$254K +1,986 New
SA
1322
Syntax Advisors
New York
$254K +$254K +1,986 New
PP
1323
Paloma Partners
Connecticut
$252K -$1.73M -13,568 -87%
ANTB
1324
AMG National Trust Bank
Colorado
$252K +$252K +1,970 New
RRA
1325
Round Rock Advisors
Connecticut
$252K +$252K +1,970 New