PANW icon

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 %
WC
1551
Wexford Capital
Florida
$315K
VAMG
1552
Voisard Asset Management Group
Michigan
$314K -$4.75K -28 -1%
KP
1553
Keel Point
Alabama
$313K -$15.7K -94 -5%
MW
1554
Marcum Wealth
Ohio
$312K -$8.81K -52 -3%
KCM
1555
Kathmere Capital Management
Pennsylvania
$312K +$10.2K +60 +3%
RGC
1556
Roberts, Glore & Co
Illinois
$310K
FC
1557
Fairscale Capital
New Hampshire
$309K +$309K +1,828 New
CWC
1558
Carolinas Wealth Consulting
North Carolina
$309K +$677 +4 +0.2%
CWM
1559
Cornerstone Wealth Management
Missouri
$309K +$309K +1,824 New
HAS
1560
HBW Advisory Services
California
$308K -$79.3K -468 -20%
SFG
1561
Sather Financial Group
Texas
$306K -$113K -664 -27%
AA
1562
Alta Advisers
United Kingdom
$305K
OL
1563
Optas LLC
Texas
$305K +$39K +230 +15%
DWM
1564
Drive Wealth Management
Utah
$302K +$14.9K +88 +5%
AA
1565
Aire Advisors
California
$301K +$301K +1,776 New
Loomis, Sayles & Company
1566
Loomis, Sayles & Company
Massachusetts
$301K
ACGA
1567
Atlanta Consulting Group Advisors
Georgia
$300K
AL
1568
Aspiriant LLC
California
$300K -$62.7K -370 -17%
WA
1569
Wealth Architects
California
$300K -$31.9K -188 -10%
LJHT
1570
Laurie J. Hall Trustee
$298K
OFW
1571
Omnia Family Wealth
Florida
$297K +$297K +1,754 New
GC
1572
Gratus Capital
Georgia
$297K +$297K +1,750 New
DIM
1573
DLK Investment Management
California
$296K +$296K +1,744 New
MHWM
1574
Montz Harcus Wealth Management
Louisiana
$295K -$5.76K -34 -2%
CPRC
1575
Consolidated Portfolio Review Corp
New York
$295K +$19.7K +116 +7%