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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
MHWM
2876
Montz Harcus Wealth Management
Louisiana
$208K -$3.44K -69 -2%
SWIM
2877
Smallwood Wealth Investment Management
New Jersey
$207K +$207K +4,155 New
TIA
2878
Tandem Investment Advisors
South Carolina
$207K +$207K +4,142 New
CFD
2879
Creative Financial Designs
Indiana
$207K +$64.4K +1,290 +45%
OFS
2880
Orrstown Financial Services
Pennsylvania
$207K +$207K +4,140 New
SCA
2881
Southern Capital Advisors
Tennessee
$207K +$206K +4,137 New
IAA
2882
Ironsides Asset Advisors
North Carolina
$205K +$205K +4,114 New
MSFP
2883
Mark Sheptoff Financial Planning
Connecticut
$205K
LCM
2884
Lazari Capital Management
California
$204K +$204K +4,092 New
BEW
2885
Burton Enright Welch
California
$204K -$5.04K -101 -2%
LSC
2886
Lesa Sroufe & Co
Washington
$204K
SAM
2887
SP Asset Management
California
$204K -$130K -2,599 -39%
CMI
2888
Clare Market Investments
Texas
$203K -$4.24K -85 -2%
6F
2889
626 Financial
Michigan
$203K +$50 +1 +0%
ERWM
2890
Elk River Wealth Management
Colorado
$203K -$14.2K -285 -7%
WFA
2891
WestHill Financial Advisors
California
$202K +$202K +4,055 New
MRCM
2892
M&R Capital Management
New Jersey
$202K -$370K -7,413 -65%
DC
2893
Defender Capital
North Carolina
$202K +$1.5K +30 +0.7%
MAG
2894
M3 Advisory Group
Massachusetts
$202K +$202K +4,044 New
HFBOT
2895
Home Federal Bank of Tennessee
Tennessee
$202K -$4.99K -100 -2%
NIWA
2896
New Insight Wealth Advisors
California
$201K -$49.8K -998 -20%
SWM
2897
Seaside Wealth Management
California
$201K
AWM
2898
AAF Wealth Management
Massachusetts
$201K +$201K +4,034 New
OLVIG
2899
Oliver Lagore Vanvalin Investment Group
Michigan
$201K +$10.8K +217 +6%
IWS
2900
Insight Wealth Strategies
California
$201K -$1.85K -37 -0.9%

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.