We are live on ! Find out more

3,112 hedge funds and large institutions have $150B invested in Cisco in 2024 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,231 increasing their positions, 1,453 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.85B | Put options by funds: $2.32B

3% less capital invested

Capital invested by funds: $154B → $150B (-$4.76B)

1.16% less ownership

Funds ownership: 75.14%73.99% (-1.2%)

2% less funds holding

Funds holding: 3,1793,112 (-67)

14% less first-time investments, than exits

New positions opened: 160 | Existing positions closed: 185

15% less repeat investments, than reductions

Existing positions increased: 1,231 | Existing positions reduced: 1,453

33% less funds holding in top 10

Funds holding in top 10: 8859 (-29)

Holders
3,112
Holders Change
-67
Holders Change %
-2.11%
% of All Funds
44.82%
Holding in Top 10
59
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-32.95%
% of All Funds
0.85%
New
160
Increased
1,231
Reduced
1,453
Closed
185
Calls
$2.85B
Puts
$2.32B
Net Calls
+$536M
Net Calls Change
+$474M
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
2551
Widmann Financial Services
Maryland
$334K +$5.09K +102 +2%
OPWM
2552
Oakwell Private Wealth Management
Texas
$332K +$28.4K +569 +9%
CIA
2553
Cladis Investment Advisory
Montana
$332K +$50 +1 +0%
FWTB
2554
First Western Trust Bank
Colorado
$332K +$2.29K +46 +0.7%
TAM
2555
Todd Asset Management
Kentucky
$331K
GWA
2556
Gratus Wealth Advisors
Virginia
$330K +$6.54K +131 +2%
BC
2557
Bridgefront Capital
Texas
$329K +$329K +6,588 New
SCM
2558
Steele Capital Management
Iowa
$329K
FWP
2559
Falcon Wealth Planning
California
$327K +$19.8K +396 +6%
EBT
2560
Enterprise Bank & Trust
Massachusetts
$326K -$28.9K -580 -8%
AR
2561
Apeiron RIA
Texas
$326K +$26.6K +533 +9%
KBFS
2562
Kohmann Bosshard Financial Services
Ohio
$326K -$10.7K -215 -3%
LSA
2563
Lansing Street Advisors
Pennsylvania
$325K +$81.5K +1,633 +33%
AC
2564
ASB Consultores
Florida
$325K +$325K +6,520 New
SRWM
2565
Shira Ridge Wealth Management
California
$325K -$7.08K -142 -2%
DA
2566
Dillon & Associates
Michigan
$324K
MHR
2567
Matthew Hamilton Rosenberg
$323K -$28.1K -564 -8%
OCBCO
2568
Oversea-Chinese Banking Corp (OCBC)
Singapore
$323K -$716K -14,348 -69%
TWM
2569
TriaGen Wealth Management
California
$321K -$49.7K -997 -13%
RW
2570
Rede Wealth
Virginia
$321K +$59K +1,183 +23%
RW
2571
REDW Wealth
New Mexico
$321K +$2.99K +60 +0.9%
PFA
2572
Pathway Financial Advisors
Vermont
$320K -$200 -4 -0.1%
SFS
2573
Security Financial Services
Indiana
$320K +$2.29K +46 +0.7%
1IA
2574
1620 Investment Advisors
Massachusetts
$319K -$282K -5,657 -47%
MLA
2575
MB, Levis & Associates
Pennsylvania
$319K +$1.5K +30 +0.5%

CSCO Hedge Fund Activity: Q1 2024 in Review

3,112 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q1 2024, worth a combined $150B — down 3.1% from $154B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of CSCO and 160 opened new positions — a net loss of 25 holders — while 1,453 trimmed existing stakes and 1,231 added.

The largest buyer was UBS Group, adding an estimated $333M. The largest seller was Morgan Stanley, cutting an estimated $3.1B.

  • 3,112 institutional investors held Cisco (CSCO) as of Q1 2024, down from 3,179 in Q4 2023.
  • Funds reported $150B of Cisco stock for Q1 2024, down 3.1% quarter-over-quarter.
  • 160 funds opened new Cisco positions in Q1 2024 and 185 closed out, a net change of -25 holders.
  • The largest Cisco buyer in Q1 2024 was UBS Group, an estimated $333M added.
  • The largest Cisco seller in Q1 2024 was Morgan Stanley, an estimated $3.1B sold.

Based on aggregated 13F filings for Q1 2024.