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Palo Alto Networks

1,824 hedge funds and large institutions have $79.9B invested in Palo Alto Networks in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 713 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
+197
Holders Change %
+12.11%
% of All Funds
26.74%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.42%
New
322
Increased
713
Reduced
586
Closed
96
Calls
$4.21B
Puts
$9.3B
Net Calls
-$5.1B
Net Calls Change
-$620M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1426
Annex Advisory Services
Wisconsin
$325K +$325K +2,202 New
AWA
1427
Arkadios Wealth Advisors
Georgia
$324K -$684K -4,644 -68%
IPW
1428
Invictus Private Wealth
Colorado
$323K -$4.42K -30 -1%
TAM
1429
Titleist Asset Management
Texas
$323K +$10.9K +74 +3%
NL
1430
NWAM LLC
Washington
$323K -$59.6K -404 -16%
FFA
1431
Founders Financial Alliance
North Carolina
$318K +$17.4K +118 +6%
CIG
1432
Cascade Investment Group
Colorado
$318K +$54.6K +370 +21%
JGUA
1433
John G. Ullman & Associates
New York
$318K +$12.1K +82 +4%
EL
1434
Essex LLC
Illinois
$318K +$318K +2,154 New
FWI
1435
Facet Wealth Inc
Maryland
$317K +$317K +1,854 New
HFS
1436
Howard Financial Services
Texas
$313K +$10.3K +70 +3%
AL
1437
Aspiriant LLC
California
$312K +$885 +6 +0.3%
MW
1438
Maia Wealth
Colorado
$311K +$311K +2,110 New
RAG
1439
RIA Advisory Group
Iowa
$310K +$310K +36,120 New
CWC
1440
Carolinas Wealth Consulting
North Carolina
$308K +$29.5K +200 +11%
MFS
1441
McNamara Financial Services
Massachusetts
$307K -$17.4K -118 -5%
BIA
1442
Beacon Investment Advisors
Maryland
$306K +$306K +2,076 New
FTWA
1443
Fifth Third Wealth Advisors
Ohio
$305K
VP
1444
Verum Partners
North Carolina
$304K
CP
1445
Canopy Partners
Ohio
$304K +$304K +2,060 New
WMP
1446
Wealth Management Partners
Arizona
$303K
CCP
1447
Clarity Capital Partners
California
$303K +$303K +2,052 New
PWMAG
1448
Pinnacle Wealth Management Advisory Group
New Jersey
$302K +$302K +2,050 New
PWP
1449
Private Wealth Partners
California
$302K
FWIA
1450
Fort Washington Investment Advisors
Ohio
$301K +$301K +2,044 New