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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 %
TPI
1301
Trust Point Inc
Wisconsin
$507K +$192K +1,352 +61%
EWP
1302
Elevation Wealth Partners
California
$507K -$114K -800 -18%
BA
1303
Bridgewater Associates
Connecticut
$503K -$2.44M -17,158 -83%
BOM
1304
Bank of Marin
California
$501K +$263K +1,850 +110%
BFIC
1305
Bedell Frazier Investment Counselling
California
$501K +$62.2K +438 +14%
BDFN
1306
Bond & Devick Financial Network
Minnesota
$500K
MWA
1307
Meridian Wealth Advisors
Texas
$499K +$42.6K +300 +9%
CPW
1308
Catalyst Private Wealth
California
$497K +$213K +1,498 +75%
MWVC
1309
Morgens Waterfall Vintiadis & Co
New York
$497K +$497K +3,500 New
CCB
1310
Cutter & Co Brokerage
Missouri
$497K +$497K +3,496 New
CIA
1311
Cladis Investment Advisory
Montana
$496K +$496K +3,490 New
OC
1312
Opinicus Capital
Florida
$494K +$52K +366 +12%
GIM
1313
Groesbeck Investment Management
New Jersey
$493K +$68.2K +480 +16%
LCM
1314
Leisure Capital Management
California
$493K +$10.2K +72 +2%
CG
1315
Cutler Group
California
$492K +$492K +3,468 New
OWMIAS
1316
One Wealth Management Investment & Advisory Services
Florida
$489K -$341K -2,400 -41%
RT
1317
Rockland Trust
Massachusetts
$489K +$3.13K +22 +0.6%
BCM
1318
Boltwood Capital Management
California
$488K +$6.54K +46 +1%
GFS
1319
GYL Financial Synergies
Connecticut
$487K +$139K +980 +40%
WDA
1320
Wendell David Associates
New Hampshire
$486K -$38.1K -268 -7%
DI
1321
Diligent Investors
California
$486K +$12.8K +90 +3%
GFP
1322
Gryphon Financial Partners
Ohio
$484K +$161K +1,134 +50%
LMKC
1323
L.M. Kohn & Company
Ohio
$484K +$484K +3,406 New
AWE
1324
Avidian Wealth Enterprises
Texas
$483K -$493K -3,470 -51%
EWM
1325
Evermay Wealth Management
Virginia
$483K +$43.2K +304 +10%