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Cisco Systems, Inc.

CSCO Technology
$78.33 +$0.59 (0.76%)
Market Cap: $309.4 B
Gurus Holding
17
Popularity Rank
#83
% of Shares Held
0.42%
Net Activity (Q4 2025)
+$291.07 M

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

$415.94 M
$304.02 M
$245.56 M
$107.56 M
$52.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$536.83 M
Total Buy Value
New Buys 2
Additions 5
-$245.76 M
Total Sell Value
Reductions 9
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
12
Net Buyers
7

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -4.2% 5,399,734 $415.94 M Q4 2025
0.34% New Buy 3,946,782 $304.02 M Q4 2025
0.08% Add 867.0% 3,187,873 $245.56 M Q4 2025
0.32% Reduce -9.6% 1,396,376 $107.56 M Q4 2025
0.19% Reduce -2.2% 677,023 $52.15 M Q4 2025
0.11% Add 9.7% 572,450 $44.1 M Q4 2025
0.13% Reduce -74.1% 462,267 $35.61 M Q4 2025
0.22% 355,500 $27.38 M Q4 2025
0.06% Add 224.8% 151,456 $11.67 M Q4 2025
1.03% Reduce -24.4% 65,000 $5.01 M Q4 2025
0.35% Reduce -0.1% 56,068 $4.32 M Q4 2025
0.49% Add 2.1% 45,500 $3.5 M Q4 2025
0.04% Reduce -4.3% 38,941 $3 M Q4 2025
0.02% Reduce -3.1% 20,265 $1.56 M Q4 2025
0.01% Add 6.6% 17,311 $1.33 M Q4 2025
0.05% New Buy 6,500 $500,695 Q4 2025
0.00% Reduce -4.6% 146 $11,316 Q4 2025
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