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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
MWPCG
2051
Measured Wealth Private Client Group
New Hampshire
$703K -$50.4K -1,025 -7%
JWM
2052
Jessup Wealth Management
Ohio
$703K +$5.36K +109 +0.8%
BFA
2053
Bill Few Associates
Pennsylvania
$702K +$15.1K +307 +2%
CWM
2054
Castle Wealth Management
Florida
$700K +$23.4K +475 +4%
TCWM
2055
Total Clarity Wealth Management
Illinois
$700K +$243K +4,947 +58%
RPGK
2056
Retirement Planning Group (Kansas)
Kansas
$698K +$98 +2 +0%
KIC
2057
Kensington Investment Counsel
California
$698K -$4.92K -100 -0.7%
RWI
2058
Red Wave Investments
Pennsylvania
$697K -$394 -8 -0.1%
RCI
2059
RS Crum Inc
California
$697K
AT
2060
American Trust
Kentucky
$697K -$26.1K -530 -4%
AWS
2061
Aspen Wealth Strategies
Colorado
$695K +$176K +3,573 +36%
MLA
2062
My Legacy Advisors
Oregon
$695K -$190K -3,854 -22%
PFGIA
2063
Patriot Financial Group Insurance Agency
Massachusetts
$695K +$19.4K +395 +3%
WDG
2064
Wealth Dimensions Group
Ohio
$693K +$9.25K +188 +1%
RWMG
2065
Redwood Wealth Management Group
New Jersey
$690K -$2.16K -44 -0.3%
BFC
2066
Blue Fin Capital
Rhode Island
$690K -$72.6K -1,475 -10%
SAS
2067
Stelac Advisory Services
New York
$689K -$1.62K -33 -0.2%
FG
2068
Foster Group
Iowa
$689K +$4.08K +83 +0.6%
HCMG
2069
Howard Capital Management Group
California
$687K -$34.4K -700 -5%
FNBOSM
2070
First National Bank of South Miami
Florida
$686K +$50.1K +1,019 +8%
SC
2071
Steph & Co
Wisconsin
$684K -$2.46K -50 -0.4%
TCMG
2072
TSP Capital Management Group
New Jersey
$682K -$8.31K -169 -1%
CA
2073
Cornerstone Advisory
Maryland
$682K -$23.4K -475 -3%
ORAM
2074
One River Asset Management
Connecticut
$680K +$610K +12,406 +1,449%
WCM
2075
Whitener Capital Management
North Carolina
$676K -$1.82K -37 -0.3%

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.