We are live on ! Find out more
PANW icon

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
ADL
1326
Asset Dedication LLC
California
$79K -$847 -10 -1%
RFA
1327
Resurgent Financial Advisors
Georgia
$76.5K -$48.1K -568 -43%
FP
1328
Financial Perspectives
Minnesota
$73.1K
GBT
1329
Grove Bank & Trust
Florida
$68.7K -$111K -1,314 -66%
SVCP
1330
Silicon Valley Capital Partners
California
$65.1K -$231K -2,724 -81%
AF
1331
Advisornet Financial
Minnesota
$63.1K +$27.8K +328 +108%
KFS
1332
Kelly Financial Services
Massachusetts
$62.7K +$2.37K +28 +5%
FCG
1333
Financial Connections Group
California
$62K
CP
1334
Castleview Partners
Texas
$61.1K
AA
1335
Ancora Advisors
Ohio
$59.9K +$28K +330 +122%
Loomis, Sayles & Company
1336
Loomis, Sayles & Company
Massachusetts
$59K -$438K -5,166 -90%
CM
1337
Capula Management
Cayman Islands
$57.1K +$48.5K +572 New
MPWT
1338
MassMutual Private Wealth & Trust
Connecticut
$52.7K -$8.3K -98 -16%
CYG
1339
Clean Yield Group
Vermont
$52.1K
BIA
1340
Bell Investment Advisors
California
$50.9K +$678 +8 +2%
BONH
1341
Bank of New Hampshire
New Hampshire
$49.7K
JGIA
1342
Jackson Grant Investment Advisers
Connecticut
$49.7K
JFG
1343
JDM Financial Group
Texas
$48.5K +$2.54K +30 +7%
IFAM
1344
Institutional & Family Asset Management
Colorado
$47.3K -$7.8K -92 -16%
LFG
1345
Larson Financial Group
Missouri
$45.5K -$10.7K -126 -22%
TWM
1346
Tradition Wealth Management
Minnesota
$45K +$3.39K +40 +10%
AP
1347
Atwood & Palmer
Missouri
$44.9K
CSC
1348
Caldwell Sutter Capital
California
$44.5K +$37.8K +446 New
FMTCOCP
1349
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K +$4.41K +52 +13%
FFA
1350
Farther Finance Advisors
California
$41.3K +$27.5K +324 +360%