Guru Ownership Over Time
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 Q3 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1 B.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Bearish. This is evidenced by a $181.86 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Jeremy Grantham reduced exposure by 32.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.25% | Add 12.5% | 5,637,731 | $385.56 M | Q3 2025 | |
| 0.48% | Reduce -4.7% | 1,786,488 | $122.23 M | Q3 2025 | |
| 0.34% | Reduce -3.5% | 1,544,377 | $105.67 M | Q3 2025 | |
| 0.14% | New Buy | 1,541,505 | $105.47 M | Q3 2025 | |
| 0.21% | Add 52.4% | 692,365 | $47.37 M | Q3 2025 | |
| 0.10% | Reduce -32.6% | 521,632 | $35.69 M | Q3 2025 | |
| 0.20% | Add 1.7% | 355,500 | $24.32 M | Q3 2025 | |
| 0.01% | Add 43.7% | 329,668 | $22.56 M | Q3 2025 | |
| 1.11% | Reduce -12.2% | 86,000 | $5.88 M | Q3 2025 | |
| 0.33% | Reduce -2.8% | 56,126 | $3.84 M | Q3 2025 | |
| 0.01% | New Buy | 47,746 | $3.27 M | Q3 2025 | |
| 0.02% | Reduce -20.4% | 46,635 | $3.19 M | Q3 2025 | |
| 0.43% | Reduce -0.1% | 44,566 | $3.05 M | Q3 2025 | |
| 0.03% | Reduce -28.2% | 40,691 | $2.78 M | Q3 2025 | |
| 0.50% | New Buy | 33,600 | $2.3 M | Q3 2025 | |
| 0.01% | Add 4.3% | 20,904 | $1.43 M | Q3 2025 | |
| 0.01% | Reduce -4.7% | 16,239 | $1.11 M | Q3 2025 | |
| 0.00% | New Buy | 153 | $10,480 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Cisco Systems, Inc. (CSCO)
Top Guru holders include Cliff Asness ($385.56 M), Ray Dalio ($122.23 M), Richard Pzena ($105.67 M). Collectively, tracked Gurus hold 12.8 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $181.86 M, with 9 Gurus buying and 10 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 1 Gurus sold out of CSCO completely. Total sell value was $359.43 M.
Yes, 4 Gurus opened new positions in CSCO, and 5 added to their existing holdings. Total buy value was $177.57 M.