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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 %
PJSIMP
2851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K -$17.3K -324 -8%
CAGAS
2852
Capital Advisory Group Advisory Services
Minnesota
$212K +$212K +3,947 New
WE
2853
Wealth Effects
Massachusetts
$212K +$108 +2 +0.1%
HA
2854
HFG Advisors
Ohio
$212K -$12.4K -231 -6%
MC
2855
Miramar Capital
Illinois
$212K +$212K +3,937 New
EC
2856
EdgeRock Capital
Colorado
$211K +$211K +3,930 New
IFPG
2857
Intrepid Financial Planning Group
Indiana
$211K -$10.8K -200 -5%
MCAI
2858
Members Capital Advisors Inc
Wisconsin
$211K -$1.32M -24,646 -86%
MWA
2859
Monograph Wealth Advisors
California
$210K +$210K +3,915 New
T
2860
TNF
Montana
$210K +$746 +14 +0.4%
WA
2861
Wealthstream Advisors
New York
$209K +$209K +3,890 New
AFP
2862
Alpha Financial Partners
Kentucky
$209K -$42.6K -793 -17%
DCM
2863
Deuterium Capital Management
Florida
$209K -$168K -3,087 -45%
WSWA
2864
Warren Street Wealth Advisors
California
$209K +$209K +3,879 New
W
2865
WealthOne
New York
$208K -$116K -2,154 -36%
OLVIG
2866
Oliver Lagore Vanvalin Investment Group
Michigan
$208K +$199K +3,708 +2,289%
KPWG
2867
KFA Private Wealth Group
Virginia
$208K +$208K +3,863 New
MCM
2868
Mendel Capital Management
Arkansas
$207K -$25.8K -480 -11%
IGWM
2869
ICA Group Wealth Management
Colorado
$207K -$4.47K -83 -2%
VIM
2870
VELA Investment Management
Ohio
$206K +$206K +3,832 New
LFP
2871
Lakeshore Financial Planning
Michigan
$206K +$206K +3,827 New
IMA
2872
Investment Management Associates
Colorado
$205K +$205K +3,811 New
DWP
2873
Destiny Wealth Partners
Florida
$204K +$204K +3,802 New
TA
2874
TKG Advisors
Indiana
$204K +$204K +3,800 New
SAM
2875
Secure Asset Management
Michigan
$204K +$204K +3,797 New
113 114
115
116 117