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Palo Alto Networks

1,988 hedge funds and large institutions have $84B invested in Palo Alto Networks in 2024 Q2 according to their latest regulatory filings, with 269 funds opening new positions, 900 increasing their positions, 587 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+107
Holders Change %
+5.69%
% of All Funds
28.91%
Holding in Top 10
80
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+63.27%
% of All Funds
1.16%
New
269
Increased
900
Reduced
587
Closed
136
Calls
$4.71B
Puts
$8.06B
Net Calls
-$3.35B
Net Calls Change
-$1.32B
Name Holding Trade Value Shares
Change
Shares
Change %
OWMIAS
1326
One Wealth Management Investment & Advisory Services
Florida
$586K +$3.05K +18 +0.5%
PGWM
1327
Parisi Gray Wealth Management
New Jersey
$585K +$42K +248 +8%
EWM
1328
Evermay Wealth Management
Virginia
$583K +$6.78K +40 +1%
CNBT
1329
Canandaigua National Bank & Trust
New York
$583K +$55.9K +330 +11%
DI
1330
Diligent Investors
California
$581K +$1.7K +10 +0.3%
BCM
1331
Boltwood Capital Management
California
$581K -$1.7K -10 -0.3%
BCWM
1332
Bartlett & Co Wealth Management
Ohio
$579K +$319K +1,880 +122%
CCWM
1333
Cassaday & Co Wealth Management
Virginia
$579K +$54.2K +320 +10%
WFAG
1334
Worth Financial Advisory Group
North Carolina
$579K +$579K +3,416 New
PWPS
1335
Pinnacle Wealth Planning Services
Ohio
$571K -$39.3K -232 -6%
RT
1336
Rockland Trust
Massachusetts
$571K -$12.5K -74 -2%
1IA
1337
1620 Investment Advisors
Massachusetts
$568K -$3.33M -19,624 -85%
TPI
1338
Trust Point Inc
Wisconsin
$566K -$39K -230 -6%
SW
1339
SlateStone Wealth
Florida
$565K -$42.4K -250 -7%
PWP
1340
Private Wealth Partners
California
$561K +$180K +1,060 +47%
GG
1341
Gleason Group
Kentucky
$559K
LA
1342
Legacy Advisors
Pennsylvania
$556K +$313K +1,848 +129%
GIA
1343
Guyasuta Investment Advisors
Pennsylvania
$555K
SA
1344
Strategic Advisors
New York
$547K +$140K +826 +34%
VCM
1345
Virtue Capital Management
Tennessee
$546K +$185K +1,096 +51%
MIA
1346
MMBG Investment Advisors
Florida
$545K +$153K +904 +39%
1CP
1347
17 Capital Partners
Arizona
$539K -$270K -1,590 -33%
AFP
1348
Ausdal Financial Partners
Iowa
$539K +$19.7K +116 +4%
TA
1349
TFB Advisors
Kansas
$538K +$54.9K +324 +11%
SMC
1350
Smith, Moore & Co
Missouri
$531K +$72.5K +428 +16%