Guru Ownership Trend
Guru Analysis for Cisco Systems, Inc. (CSCO)
Cisco Systems, Inc. (CSCO), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.28 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $291.07 M net inflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 867.0%. Conversely, Ray Dalio reduced exposure by 74.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cisco Systems, Inc. (CSCO)
Major holders include Cliff Asness ($415.94 M), Steven Cohen ($304.02 M), Ken Fisher ($245.56 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 16.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $291.07 M, with 7 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 3 fully exited CSCO. The total reported sell value was $245.76 M.
Yes, 2 managers opened new positions in CSCO, and 5 increased their existing holdings. The total reported buy value was $536.83 M.