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Palo Alto Networks

1,584 hedge funds and large institutions have $68.5B invested in Palo Alto Networks in 2023 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 586 increasing their positions, 572 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+122
Holders Change %
+8.34%
% of All Funds
24.98%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.67%
New
229
Increased
586
Reduced
572
Closed
98
Calls
$3.07B
Puts
$7.32B
Net Calls
-$4.25B
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
1551
Creative Capital Management Investments
California
$4.34K
RCG
1552
Rock Creek Group
District of Columbia
$4.09K -$4.86K -38 -54%
AW
1553
Avion Wealth
Texas
$4K +$4K +34 New
GWSA
1554
Global Wealth Strategies & Associates
Colorado
$3.83K
CWM
1555
Compass Wealth Management
Connecticut
$3.83K
KFI
1556
Key Financial Inc
Pennsylvania
$3.83K
MCM
1557
MV Capital Management
Maryland
$3.83K +$3.83K +30 New
MWM
1558
Mascoma Wealth Management
New Hampshire
$3.81K -$8.88K -84 -70%
CTWM
1559
Cherry Tree Wealth Management
Minnesota
$3.58K +$3.58K +28 New
WB
1560
Webster Bank
Connecticut
$3.58K -$511 -4 -13%
NECFA
1561
New England Capital Financial Advisors
Connecticut
$3.07K -$28.1K -220 -90%
LF
1562
Lee Financial
Texas
$3.07K -$3.83K -30 -56%
JGIA
1563
Jackson Grant Investment Advisers
Connecticut
$3.07K -$60.6K -474 -95%
PS
1564
PayPay Securities
Japan
$3.07K -$3.58K -28 -54%
CSB
1565
City State Bank
Iowa
$3K
CHA
1566
Carmichael Hill & Associates
Maryland
$2.56K -$767 -6 -23%
NMG
1567
New Millennium Group
Utah
$2.56K
CIA
1568
Cape Investment Advisory
Georgia
$2.3K
TAM
1569
Tucker Asset Management
Colorado
$2.3K +$2.3K +18 New
BCMLT
1570
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$2.04K +16 New
DI
1571
Disciplined Investments
Oklahoma
$1.79K +$256 +2 +17%
AAP
1572
Arax Advisory Partners
Colorado
$1.79K +$1.02K +8 +133%
AFG
1573
Albion Financial Group
Utah
$1.53K +$1.53K +12 New
JWM
1574
Janiczek Wealth Management
Colorado
$1.28K
TFM
1575
TFC Financial Management
Massachusetts
$1.28K +$1.02K +8 +400%