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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 %
AA
1526
Ancora Advisors
Ohio
$336K +$13.6K +80 +4%
CAG
1527
Csenge Advisory Group
Florida
$335K +$335K +1,978 New
TA
1528
TKG Advisors
Indiana
$334K +$334K +1,972 New
WE
1529
Wealth Effects
Massachusetts
$334K +$334K +1,970 New
DWM
1530
Dorchester Wealth Management
Quebec, Canada
$334K +$334K +1,970 New
WJWM
1531
Williams Jones Wealth Management
New York
$334K +$334K +1,970 New
SVCP
1532
Silicon Valley Capital Partners
California
$334K +$7.46K +44 +2%
LAM
1533
Lewis Asset Management
California
$333K +$333K +1,966 New
FTIS
1534
First Trust Investment Solutions
Florida
$333K +$333K +1,964 New
PWM
1535
Prosperity Wealth Management
California
$333K -$484K -2,856 -59%
PVI
1536
Pine Valley Investments
New Jersey
$332K +$30.9K +182 +10%
BTWM
1537
Baker Tilly Wealth Management
Wisconsin
$331K -$440K -2,594 -57%
GF
1538
Gabelli Funds
New York
$331K +$78K +460 +31%
RRA
1539
Round Rock Advisors
Connecticut
$330K -$2.71K -16 -0.8%
PL
1540
Plancorp LLC
Missouri
$330K +$8.82K +52 +3%
MTC
1541
McDaniel Terry & Co
Texas
$328K -$9.15K -54 -3%
FB
1542
First Bancorp
Maine
$325K
TC
1543
Trilogy Capital
California
$324K +$324K +1,914 New
ODG
1544
O'Dell Group
Ohio
$324K
MIS
1545
Morningstar Investment Services
Illinois
$322K +$322K +1,892 New
SC
1546
SouthState Corp
Florida
$321K +$126K +742 +64%
CS
1547
Crescent Sterling
Louisiana
$320K +$320K +1,890 New
AC
1548
Abbrea Capital
California
$318K +$32.9K +194 +12%
BRG
1549
Bay Rivers Group
Virginia
$317K -$678 -4 -0.2%
OWA
1550
Octavia Wealth Advisors
Ohio
$315K -$23.7K -140 -7%