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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 %
BFG
1326
Bouchey Financial Group
New York
$249K +$249K +1,950 New
LJHT
1327
Laurie J. Hall Trustee
$245K
IWP
1328
Icon Wealth Partners
Texas
$245K +$245K +1,914 New
SA
1329
Strategic Advisors
New York
$244K +$244K +1,910 New
ZIG
1330
Zullo Investment Group
Pennsylvania
$242K +$242K +1,898 New
PMG
1331
ProVise Management Group
Florida
$242K +$242K +1,896 New
FB
1332
First Bancorp
Maine
$240K -$39.3K -308 -14%
OWA
1333
Octavia Wealth Advisors
Ohio
$239K +$239K +1,870 New
FAM
1334
Flaharty Asset Management
Florida
$238K +$238K +1,866 New
CWM
1335
Congress Wealth Management
Massachusetts
$237K -$69K -540 -23%
JCM
1336
Jag Capital Management
Missouri
$236K +$236K +1,850 New
LD
1337
Lipe & Dalton
New York
$236K
CAWM
1338
Capital Advisors Wealth Management
Washington
$235K +$235K +1,838 New
9WM
1339
9258 Wealth Management
Ohio
$234K +$234K +1,830 New
ICG
1340
InterOcean Capital Group
Tennessee
$234K +$234K +1,828 New
PPWM
1341
PFG Private Wealth Management
Florida
$233K -$66.2K -518 -22%
WJWM
1342
Williams Jones Wealth Management
New York
$231K +$231K +1,810 New
WPC
1343
Waters Parkerson & Co
Louisiana
$230K +$230K +1,800 New
SAM
1344
Smithbridge Asset Management
Pennsylvania
$230K +$230K +1,800 New
SCG
1345
Sonata Capital Group
Washington
$230K +$230K +1,800 New
AA
1346
Alta Advisers
United Kingdom
$230K
IP
1347
Intellectus Partners
California
$230K +$230K +1,800 New
LA
1348
Lifeworks Advisors
Michigan
$230K +$230K +1,800 New
BWA
1349
Blodgett Wealth Advisors
California
$230K +$230K +1,800 New
NCM
1350
Nelson Capital Management
California
$229K +$229K +1,794 New