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Cisco
CSCO

Overview Fund Activity

3,089 hedge funds and large institutions have $149B invested in Cisco in 2024 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,225 increasing their positions, 1,441 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,089
Holders Change
-69
Holders Change %
-2.18%
% of All Funds
44.77%
Holding in Top 10
59
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-32.95%
% of All Funds
0.86%
New
157
Increased
1,225
Reduced
1,441
Closed
185
Calls
$2.85B
Puts
$2.32B
Net Calls
+$536M
Net Calls Change
+$474M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$333M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$290M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$265M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$249M
5
Charles Schwab
Charles Schwab
California
+$218M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.1B
2
Swedbank
Swedbank
Sweden
-$853M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
4
Lazard Asset Management
Lazard Asset Management
New York
-$284M
5
ClearBridge Investments
ClearBridge Investments
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
2576
Holistic Planning
Texas
$310K +$10.4K +209 +3%
FC
2577
Fulcrum Capital
Washington
$309K -$150K -3,000 -33%
WCFA
2578
Walkner Condon Financial Advisors
Wisconsin
$309K -$8.88K -178 -3%
WDL
2579
Well Done LLC
Michigan
$308K +$60.2K +1,207 +24%
CWM
2580
Chemistry Wealth Management
New York
$308K +$308K +6,175 New
IF
2581
Integrity Financial
Wyoming
$308K +$50 +1 +0%
LWM
2582
LongView Wealth Management
Georgia
$307K -$7.29K -146 -2%
AWMG
2583
Alliance Wealth Management Group
New Jersey
$307K -$3.34K -67 -1%
WSCM
2584
Wellington Shields Capital Management
New York
$307K -$2.7K -54 -0.9%
BSI
2585
Bennett Selby Investments
Maine
$306K +$5.34K +107 +2%
DWA
2586
Delap Wealth Advisory
Oregon
$306K +$306K +6,132 New
S
2587
Sachetta
Massachusetts
$306K – – –
RIM
2588
RW Investment Management
Idaho
$305K -$6.89K -138 -2%
BDFN
2589
Bond & Devick Financial Network
Minnesota
$305K +$305K +6,108 New
GWM
2590
Greenhouse Wealth Management
Connecticut
$305K -$7.89K -158 -3%
TIM
2591
Total Investment Management
Arizona
$304K – – –
WFAG
2592
Worth Financial Advisory Group
North Carolina
$303K +$14.9K +299 +5%
CFP
2593
Cascade Financial Partners
California
$303K +$303K +6,250 New
LF
2594
LifeSteps Financial
California
$303K – – –
ACA
2595
Atlas Capital Advisors
Wyoming
$302K -$649K -13,000 -68%
CIC
2596
Cutler Investment Counsel
Oregon
$302K -$599 -12 -0.2%
SAM
2597
Summit Asset Management
Tennessee
$301K -$1.5K -30 -0.5%
AT
2598
Avalon Trust
New Mexico
$300K – – –
SCM
2599
Stevens Capital Management
Pennsylvania
$300K +$300K +6,002 New
SOS
2600
Silver Oak Securities
Tennessee
$300K -$78.8K -1,579 -21%
102 103
104
105 106