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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 %
TFA
1676
Toth Financial Advisory
Virginia
$62.5K
SIC
1677
SJS Investment Consulting
Ohio
$60.7K +$10.3K +70 +20%
FMII
1678
Farmers & Merchants Investments Inc
Nebraska
$60.5K -$1.77K -12 -3%
MCM
1679
Manchester Capital Management
Vermont
$60.2K +$8.85K +60 +17%
KI
1680
Kapitalo Investimentos
Brazil
$60.2K +$60.2K +408 New
SAM
1681
Smartleaf Asset Management
Massachusetts
$60K +$60K +406 New
IFAM
1682
Institutional & Family Asset Management
Colorado
$58.1K -$590 -4 -1%
IPW
1683
Impact Partnership Wealth
Georgia
$58.1K +$3.24K +22 +6%
FMTCOCP
1684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K
FFA
1685
First Foundation Advisors
California
$55.4K -$336K -2,278 -86%
BHWM
1686
Bay Harbor Wealth Management
Maryland
$54.3K +$54.3K +368 New
TFGT
1687
TS Financial Group (TSFG)
Illinois
$52K
CTC
1688
Cetera Trust Company
Minnesota
$51.3K +$51.3K +348 New
SWM
1689
Sanctuary Wealth Management
Idaho
$50.4K
T
1690
Tidemark
California
$49.2K +$49.2K +334 New
WOC
1691
West Oak Capital
California
$49K
HMS
1692
Hanseatic Management Services
New Mexico
$48.7K +$590 +4 +1%
HGA
1693
Hobbs Group Advisors
South Carolina
$46.9K +$46.9K +318 New
AP
1694
Aspect Partners
Virginia
$46K +$46K +312 New
BEI
1695
Benjamin Edwards Inc
Missouri
$46K +$6.78K +46 +17%
PWA
1696
Provenance Wealth Advisors
Florida
$45.4K -$174K -1,182 -79%
OCM
1697
Orion Capital Management
California
$45.4K
PMFA
1698
Plante Moran Financial Advisors
Michigan
$45.4K +$5.6K +38 +14%
PP
1699
PFS Partners
New Jersey
$44.2K
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$44.2K