PANW icon

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 %
TWM
1426
Trueblood Wealth Management
Ohio
$355K -$10.8K -76 -3%
SFG
1427
Sterling Financial Group
California
$355K +$14.2K +100 +4%
ZIG
1428
Zullo Investment Group
Pennsylvania
$355K +$91.2K +642 +35%
EDRIA
1429
Edmonds Duncan Registered Investment Advisors
Kansas
$355K -$28.4K -200 -7%
TCMP
1430
Thrive Capital Management (Pennsylvania)
Pennsylvania
$355K +$355K +2,496 New
GAG
1431
GM Advisory Group
New York
$354K +$7.67K +54 +2%
LPAM
1432
Lodestar Private Asset Management
California
$354K +$14.2K +100 +4%
CWM
1433
Concentrum Wealth Management
California
$353K +$114K +800 +47%
SAM
1434
Sequent Asset Management
Texas
$352K
SFG
1435
Sather Financial Group
Texas
$351K
SWRP
1436
Summit Wealth & Retirement Planning
California
$351K -$20.5K -144 -6%
FTWA
1437
Fifth Third Wealth Advisors
Ohio
$351K +$56.8K +400 +19%
IPAM
1438
Investment Partners Asset Management
New Jersey
$350K +$350K +2,462 New
HIM
1439
Hanlon Investment Management
New Jersey
$349K +$349K +2,456 New
PWA
1440
Phoenix Wealth Advisors
North Carolina
$348K +$284 +2 +0.1%
CFP
1441
Cascade Financial Partners
California
$348K +$348K +2,492 New
OWP
1442
Obermeyer Wealth Partners
Colorado
$347K +$3.69K +26 +1%
BCM
1443
Bluefin Capital Management
New York
$346K +$346K +2,438 New
KMWM
1444
Keudell/Morrison Wealth Management
Oregon
$346K +$852 +6 +0.2%
AWM
1445
Accurate Wealth Management
Florida
$344K +$38.6K +278 +13%
ABP
1446
Arthur B. Page
$343K
CCG
1447
Catalina Capital Group
California
$342K +$129K +906 +60%
PD
1448
Planning Directions
Pennsylvania
$342K -$49.7K -350 -13%
SA
1449
Strategic Advisors
New York
$341K -$17K -120 -5%
NAMP
1450
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$341K