PANW icon

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 %
PCP
1501
Proficio Capital Partners
Massachusetts
$259K +$259K +1,760 New
VWA
1502
Visionary Wealth Advisors
Illinois
$258K +$258K +1,748 New
KCM
1503
Kathmere Capital Management
Pennsylvania
$257K +$257K +1,744 New
BC
1504
Bartlett & Co
Ohio
$257K +$127K +858 +98%
BCWM
1505
Bartlett & Co Wealth Management
Ohio
$257K +$127K +858 +98%
FFO
1506
Fiduciary Family Office
Florida
$257K +$257K +1,742 New
MHWM
1507
Montz Harcus Wealth Management
Louisiana
$257K +$1.77K +12 +0.7%
WA
1508
Wealth Architects
California
$256K +$256K +1,734 New
OWA
1509
Opal Wealth Advisors
New York
$255K +$2.06K +14 +0.8%
AIP
1510
Almanack Investment Partners
Pennsylvania
$254K -$1.47K -10 -0.6%
MS
1511
Maven Securities
Jersey
$253K +$253K +1,716 New
MW
1512
Marcum Wealth
Ohio
$252K +$252K +1,710 New
SMC
1513
Smith, Moore & Co
Missouri
$252K +$252K +1,708 New
SWA
1514
SFMG Wealth Advisors
Texas
$251K -$7.96K -54 -3%
RGC
1515
Roberts, Glore & Co
Illinois
$251K +$251K +1,700 New
RWPA
1516
Richard W. Paul & Associates
Michigan
$251K +$251K +1,700 New
EA
1517
Ellsworth Advisors
Ohio
$250K
WGAM
1518
Wilkinson Global Asset Management
New York
$249K +$249K +1,692 New
CWM
1519
Concentrum Wealth Management
California
$249K +$249K +1,686 New
KFGK
1520
Keystone Financial Group (Kentucky)
Kentucky
$248K -$12.4K -84 -5%
BOM
1521
Bank of Marin
California
$248K -$37.7K -256 -13%
AAM
1522
Aureus Asset Management
Massachusetts
$247K -$29.5K -200 -11%
AA
1523
AQR Arbitrage
Connecticut
$246K +$246K +1,670 New
HFP
1524
Holistic Financial Partners
Indiana
$246K +$246K +1,666 New
FAM
1525
Formidable Asset Management
Ohio
$242K +$242K +1,644 New