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Cisco
CSCO

Overview Fund Activity

3,055 hedge funds and large institutions have $160B invested in Cisco in 2023 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,254 increasing their positions, 1,344 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,055
Holders Change
+56
Holders Change %
+1.87%
% of All Funds
48.71%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
2.98%
New
176
Increased
1,254
Reduced
1,344
Closed
80
Calls
$2.85B
Puts
$2.63B
Net Calls
+$228M
Net Calls Change
-$275M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$588M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$201M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$179M
4
CWP
Capital Wealth Planning
Florida
+$173M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$160M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$608M
2
BlackRock
BlackRock
New York
-$257M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$251M
4
KWA
Kingswood Wealth Advisors
California
-$240M
5
CWM
CIBC World Markets
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
2801
Avity Investment Management
Connecticut
$231K -$53.8K -1,000 -19%
DE
2802
Day & Ennis
Georgia
$230K +$54 +1 +0%
SCA
2803
Scott Capital Advisors
Oregon
$229K +$15.3K +282 +7%
LNWTC
2804
Laird Norton Wetherby Trust Company
Washington
$229K -$1.61K -30 -0.7%
WF
2805
Whelan Financial
California
$229K +$4.03K +75 +2%
JC
2806
Jentner Corp
Ohio
$228K +$1.29K +24 +0.6%
ERWM
2807
Elk River Wealth Management
Colorado
$227K -$23.5K -438 -9%
HR
2808
Hardy Reed
Mississippi
$227K -$3.01K -56 -1%
JF
2809
JSF Financial
California
$227K -$39.3K -731 -15%
MJP
2810
Michael J. Puzo
$227K -$3.33K -62 -1%
MFGM
2811
Marshall Financial Group (Maryland)
Maryland
$227K -$23.4K -436 -9%
PIAS
2812
PCA Investment Advisory Services
Ohio
$226K +$1.45K +27 +0.6%
SFA
2813
Source Financial Advisors
New York
$225K +$2.42K +45 +1%
SFWC
2814
Strategic Family Wealth Counselors
New Jersey
$225K – – –
CRWM
2815
Castle Rock Wealth Management
California
$225K +$225K +4,200 New
CAM
2816
Clark Asset Management
New Hampshire
$224K +$224K +4,169 New
GCP
2817
Gill Capital Partners
Colorado
$223K +$11.1K +207 +5%
SAM
2818
Smithbridge Asset Management
Pennsylvania
$223K – – –
AHB
2819
Abner Herrman & Brock
New Jersey
$223K +$108 +2 +0%
FWI
2820
Facet Wealth Inc
Maryland
$222K +$222K +4,249 New
GWM
2821
Gray Wealth Management
Maine
$221K +$8.76K +163 +4%
AFG
2822
ABLE Financial Group
Arizona
$221K -$7.36K -137 -3%
HHGA
2823
Halbert Hargrove Global Advisors
California
$221K -$484 -9 -0.2%
MSFP
2824
Mark Sheptoff Financial Planning
Connecticut
$220K – – –
PAG
2825
Powers Advisory Group
Illinois
$220K +$645 +12 +0.3%
111 112
113
114 115