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Palo Alto Networks

1,881 hedge funds and large institutions have $69.5B invested in Palo Alto Networks in 2024 Q1 according to their latest regulatory filings, with 248 funds opening new positions, 854 increasing their positions, 596 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,881
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.26%
Holding in Top 10
49
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-49.48%
% of All Funds
0.71%
New
248
Increased
854
Reduced
596
Closed
164
Calls
$4.73B
Puts
$6.77B
Net Calls
-$2.04B
Net Calls Change
+$3.06B
Name Holding Trade Value Shares
Change
Shares
Change %
ORG
1601
Optimist Retirement Group
Washington
$224K +$224K +1,580 New
ACP
1602
Aveo Capital Partners
Colorado
$224K +$11.3K +76 +5%
EA
1603
Ellsworth Advisors
Ohio
$224K -$12.6K -90 -5%
FBT
1604
First Bank & Trust
South Dakota
$223K +$223K +1,572 New
OL
1605
Optas LLC
Texas
$223K -$2.56K -18 -1%
AWA
1606
Aaron Wealth Advisors
Illinois
$221K +$22.4K +158 +11%
HFW
1607
Horizon Family Wealth
Illinois
$221K -$479K -3,372 -68%
CAM
1608
Claret Asset Management
Quebec, Canada
$219K -$12.2K -86 -5%
BCWM
1609
Bartlett & Co Wealth Management
Ohio
$218K -$28.4K -200 -12%
MWM
1610
Mosley Wealth Management
California
$218K +$6.25K +44 +3%
MFT
1611
Moisand Fitzgerald Tamayo
Florida
$217K +$1.42K +10 +0.7%
EAM
1612
Evanson Asset Management
California
$217K +$217K +1,528 New
RAM
1613
Roanoke Asset Management
New Jersey
$217K
SOS
1614
Silver Oak Securities
Tennessee
$215K -$1.3M -9,160 -86%
VFA
1615
Voya Financial Advisors
Connecticut
$215K +$215K +1,524 New
WF
1616
Wayfinding Financial
Washington
$215K +$215K +1,422 New
PFGIA
1617
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$215K +1,510 New
FWP
1618
FAS Wealth Partners
Kansas
$214K +$13.9K +98 +7%
PWM
1619
PBMares Wealth Management
Virginia
$214K +$4.55K +32 +2%
VCG
1620
Vantage Consulting Group
Virginia
$214K +$16.5K +116 +8%
SMA
1621
Seven Mile Advisory
New Jersey
$213K +$8.24K +58 +4%
CSI
1622
Cross Staff Investments
New York
$213K
LI
1623
Lafayette Investments
Maryland
$213K +$213K +1,500 New
TSW
1624
Thompson Siegel & Walmsley
Virginia
$213K
OIM
1625
Oder Investment Management
California
$213K -$11.4K -80 -5%