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3,015 hedge funds and large institutions have $156B invested in Cisco in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,309 increasing their positions, 1,257 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 117

23% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $2.17B

4% more repeat investments, than reductions

Existing positions increased: 1,309 | Existing positions reduced: 1,257

0.2% more ownership

Funds ownership: 73.68%73.87% (+0.2%)

0% more funds holding

Funds holding: 3,0123,015 (+3)

1% less capital invested

Capital invested by funds: $158B → $156B (-$2.06B)

18% less funds holding in top 10

Funds holding in top 10: 177145 (-32)

Holders
3,015
Holders Change
+3
Holders Change %
+0.1%
% of All Funds
47.33%
Holding in Top 10
145
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-18.08%
% of All Funds
2.28%
New
145
Increased
1,309
Reduced
1,257
Closed
117
Calls
$2.68B
Puts
$2.17B
Net Calls
+$503M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2801
Smithbridge Asset Management
Pennsylvania
$215K
SFA
2802
Source Financial Advisors
New York
$215K -$1.52K -31 -0.7%
NIA
2803
NIA Impact Advisors
California
$214K +$7.97K +162 +4%
AHB
2804
Abner Herrman & Brock
New Jersey
$214K +$6.69K +136 +3%
FWP
2805
Falcon Wealth Planning
California
$213K +$203K +4,126 New
IFPG
2806
Intrepid Financial Planning Group
Indiana
$213K
TCBWMS
2807
Texas Capital Bank Wealth Management Services
Texas
$213K -$6.05K -123 -3%
HHGA
2808
Halbert Hargrove Global Advisors
California
$213K -$318K -6,470 -61%
SWM
2809
Seaside Wealth Management
California
$212K +$3.54K +72 +2%
MSFP
2810
Mark Sheptoff Financial Planning
Connecticut
$212K
BBL
2811
Beck Bode LLC
Massachusetts
$212K +$4.53K +92 +2%
PAG
2812
Powers Advisory Group
Illinois
$212K +$201K +4,088 New
TCOO
2813
Trust Company of Oklahoma
Oklahoma
$211K -$24.3K -495 -11%
LSC
2814
Lesa Sroufe & Co
Washington
$211K
MAG
2815
MRA Advisory Group
New Jersey
$211K -$1.67K -34 -0.8%
LFG
2816
Lazard Frères Gestion
France
$210K -$73.4K -1,492 -27%
CF
2817
Clarity Financial
Texas
$209K +$199K +4,039 New
DC
2818
Defender Capital
North Carolina
$208K
KWA
2819
Kellett Wealth Advisors
Ohio
$208K
WQ
2820
Wealth Quarterback
New Jersey
$207K -$4.43K -90 -2%
LC
2821
Landaas & Company
Wisconsin
$207K +$197K +4,003 New
KA
2822
Kearns & Associates
California
$207K
BFA
2823
Buttonwood Financial Advisors
Maryland
$207K +$196K +3,991 New
ZAM
2824
Zevin Asset Management
Massachusetts
$206K
CWP
2825
Curated Wealth Partners
California
$205K

CSCO Hedge Fund Activity: Q2 2023 in Review

3,015 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cisco (CSCO) for Q2 2023, worth a combined $156B — down 1.3% from $158B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new CSCO positions and 117 closed out — a net gain of 28 holders — while 1,309 added to existing stakes and 1,257 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $365M.

  • 3,015 institutional investors held Cisco (CSCO) as of Q2 2023, up from 3,012 in Q1 2023.
  • Funds reported $156B of Cisco stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 145 funds opened new Cisco positions in Q2 2023 and 117 closed out, a net change of +28 holders.
  • The largest Cisco buyer in Q2 2023 was Arrowstreet Capital, an estimated $358M added.
  • The largest Cisco seller in Q2 2023 was Bank of America, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2023.