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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 %
PWMG
1776
Prestige Wealth Management Group
New Jersey
$7.67K +$5.01K +34 +189%
SSG
1777
Summit Securities Group
New York
$7K -$2.52K -18 -26%
AW
1778
Avion Wealth
Texas
$7K +$609 +4 +10%
HWM
1779
HighMark Wealth Management
Minnesota
$6.78K
PWMG
1780
Private Wealth Management Group
New Jersey
$6.19K +$6.19K +42 New
CWM
1781
CarsonAllaria Wealth Management
Illinois
$5.9K
CWA
1782
Core Wealth Advisors
Florida
$5.9K +$5.9K +40 New
MA
1783
MCF Advisors
Kentucky
$5.6K +$1.18K +8 +27%
LFA
1784
LGT Financial Advisors
Texas
$5.31K
MWM
1785
Mascoma Wealth Management
New Hampshire
$5.31K
W
1786
WealthCollab
Washington
$5.31K +$5.31K +36 New
CCMI
1787
Creative Capital Management Investments
California
$5.01K
PS
1788
PayPay Securities
Japan
$4.93K +$925 +6 +23%
PGAM
1789
Princeton Global Asset Management
New Jersey
$4.72K +$4.72K +32 New
LPP
1790
Life Planning Partners
Florida
$4.42K +$4.42K +30 New
CTWM
1791
Cherry Tree Wealth Management
Minnesota
$4.13K
CSB
1792
City State Bank
Iowa
$4K
DF
1793
DecisionPoint Financial
Arizona
$3.83K -$5.01K -34 -57%
WBC
1794
West Branch Capital
Massachusetts
$3.83K +$3.83K +26 New
AA
1795
Addison Advisors
Vermont
$3.54K
LF
1796
Lee Financial
Texas
$3.54K
JGIA
1797
Jackson Grant Investment Advisers
Connecticut
$3.54K
TAM
1798
Tucker Asset Management
Colorado
$3.54K
NECFA
1799
New England Capital Financial Advisors
Connecticut
$3.54K
TVAMP
1800
Tennessee Valley Asset Management Partners
Tennessee
$3.54K +$3.54K +24 New