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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 %
OWA
1576
Outlook Wealth Advisors
Texas
$212K +$212K +1,436 New
C
1577
Covestor
United Kingdom
$211K +$29.5K +200 +16%
GF
1578
Gries Financial
Ohio
$211K +$211K +1,428 New
WP
1579
WealthSource Partners
California
$211K +$211K +1,428 New
RFA
1580
Resurgent Financial Advisors
Georgia
$210K +$93.2K +632 +80%
SGCA
1581
Steel Grove Capital Advisors
Tennessee
$210K +$210K +1,424 New
SWMP
1582
Signature Wealth Management Partners
New Jersey
$210K +$210K +1,422 New
LCM
1583
Lazari Capital Management
California
$209K +$209K +1,418 New
FWP
1584
FAS Wealth Partners
Kansas
$208K +$208K +1,410 New
PPWM
1585
Paragon Private Wealth Management
Kentucky
$208K +$208K +1,410 New
NWM
1586
Northwest Wealth Management
Iowa
$207K +$207K +1,404 New
BCM
1587
Blume Capital Management
California
$206K
PCIG
1588
Partners Capital Investment Group
Massachusetts
$206K +$206K +1,400 New
EWM
1589
Elmwood Wealth Management
California
$206K +$206K +1,400 New
AWA
1590
Aaron Wealth Advisors
Illinois
$206K +$206K +1,400 New
MA
1591
MAS Advisors
Florida
$206K +$206K +1,398 New
RFA
1592
Register Financial Advisors
Georgia
$206K +$204K +1,384 +13,840%
WA
1593
WP Advisors
California
$206K +$206K +1,394 New
VCG
1594
Vantage Consulting Group
Virginia
$205K -$53.4K -362 -21%
KWM
1595
Kolinsky Wealth Management
New Jersey
$205K +$205K +1,390 New
PCS
1596
Private Client Services
Kentucky
$204K +$204K +1,384 New
PA
1597
Perennial Advisors
New York
$203K +$203K +1,380 New
SC
1598
Schoolcraft Capital
Colorado
$203K +$203K +1,380 New
CA
1599
Cambridge Advisors
Nebraska
$202K +$202K +1,372 New
BCA
1600
Bay Colony Advisors
Massachusetts
$202K +$202K +1,368 New