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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 %
AWP
1601
Avid Wealth Partners
Texas
$201K +$201K +1,362 New
GJIA
1602
Glass Jacobson Investment Advisors
Maryland
$197K -$36.9K -250 -16%
AT
1603
Arlington Trust
Alabama
$197K +$197K +1,338 New
ITIM
1604
Indiana Trust & Investment Management
Indiana
$189K +$31K +210 +20%
WIM
1605
Westside Investment Management
California
$186K +$2.36K +16 +1%
BSC
1606
Brown Shipley & Co
United Kingdom
$181K -$26.5K -180 -13%
MPWT
1607
MassMutual Private Wealth & Trust
Connecticut
$181K +$56K +380 +45%
CPG
1608
Custom Portfolio Group
Colorado
$177K +$177K +1,200 New
FWM
1609
FSA Wealth Management
Massachusetts
$173K +$173K +1,174 New
TC
1610
Truvestments Capital
Florida
$171K -$38.3K -260 -18%
PIM
1611
Plato Investment Management
Australia
$171K +$171K +1,162 New
SC
1612
SouthState Corp
Florida
$170K -$4.13K -28 -2%
HFM
1613
Hartford Financial Management
Connecticut
$165K
BWP
1614
Baldwin Wealth Partners
Massachusetts
$165K
GCS
1615
Gordian Capital (Singapore)
Singapore
$163K +$73.7K +500 +83%
TCM
1616
Tradewinds Capital Management
Washington
$162K -$59K -400 -27%
Jones Financial Companies
1617
Jones Financial Companies
Missouri
$161K +$19.8K +134 +14%
BTI
1618
Blue Trust Inc
Georgia
$158K +$1.18K +10 +0.8%
ATC
1619
Adirondack Trust Company
New York
$157K +$31.4K +202 +25%
SWA
1620
SOA Wealth Advisors
New York
$157K -$18.9K -128 -11%
PB
1621
Pinnacle Bancorp
Nebraska
$155K -$885 -6 -0.6%
CC
1622
Centiva Capital
New York
$153K -$1.05M -7,138 -87%
UOTTAIMCU
1623
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$152K
GBT
1624
Grove Bank & Trust
Florida
$146K
DSC
1625
Duncker Streett & Co
Missouri
$145K +$86.4K +586 +147%