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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 %
MHS
1751
M Holdings Securities
Oregon
$1.01M -$348K -6,975 -26%
CWM
1752
Chesapeake Wealth Management
Virginia
$1.01M -$39.9K -800 -4%
PL
1753
Plancorp LLC
Missouri
$1.01M +$58.7K +1,176 +6%
FI
1754
Financial Insights
Washington
$1.01M -$107K -2,148 -10%
MTIC
1755
Missouri Trust & Investment Company
Missouri
$1M -$91.8K -1,840 -8%
GLR
1756
Great Lakes Retirement
Ohio
$1M -$5.79K -116 -0.6%
KMWM
1757
Keudell/Morrison Wealth Management
Oregon
$1M -$26.2K -524 -3%
HNB
1758
Hilltop National Bank
Wyoming
$1M +$1M +20,077 New
VSQM
1759
V-Square Quantitative Management
Illinois
$1M +$827K +16,570 +475%
GC
1760
Globeflex Capital
California
$1M – – –
PRWA
1761
Platte River Wealth Advisors
Colorado
$999K -$173K -3,464 -15%
OIM
1762
Opus Investment Management
Massachusetts
$998K – – –
BWM
1763
BigSur Wealth Management
Florida
$998K +$998K +20,000 New
FA
1764
Faithward Advisors
Pennsylvania
$996K +$399K +8,001 +67%
BFA
1765
Beacon Financial Advisory
Ohio
$992K +$38.4K +769 +4%
SCA
1766
Sage Capital Advisors
South Dakota
$991K +$5.49K +110 +0.6%
HWA
1767
Heartwood Wealth Advisors
Virginia
$990K +$75.8K +1,519 +8%
CG
1768
Corundum Group
Colorado
$990K +$258K +5,171 +35%
MCM
1769
Mork Capital Management
California
$988K – – –
SJIM
1770
St. Johns Investment Management
Florida
$988K -$145K -2,915 -13%
SAM
1771
Smartleaf Asset Management
Massachusetts
$987K +$386K +7,756 +64%
FIA
1772
Foundations Investment Advisors
Arizona
$985K -$222K -4,456 -18%
ACS
1773
Archford Capital Strategies
Illinois
$983K +$32.7K +655 +3%
PP
1774
PDS Planning
Ohio
$983K -$91.8K -1,839 -9%
FA
1775
Fountainhead AM
New Jersey
$981K +$520K +10,426 +113%
69 70
71
72 73