CISCO SYS INC (CSCO) — Hedge Fund Ownership Q1 2026
CSCO
- CISCO SYS INC (CSCO) is held by 8 of 84 tracked hedge funds, with AKO Capital (5%) and Olstein Capital Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CSCO holdings came from Yacktman Asset Management (-38%) and Pzena Investment Management (-6%), suggesting profit-taking or de-risking.
- 2 hedge funds exited CSCO.
- Overall, hedge funds decreased exposure to CISCO SYS INC (CSCO) by -9% vs the prior quarter and -92% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
AKO Capital
|
4.62% | 3.0M | -2.25% | — | $236.2M | $77.59 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
0.78% | 46K | -29.23% | -56.60% | $3.6M | $77.59 | — |
| 3 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.34% | 55K | -1.55% | -5.32% | $4.3M | $77.59 | — |
| 4 |
Pzena Investment Management Richard Pzena
|
0.33% | 1.3M | -6.28% | -28.46% | $101.5M | $77.59 | — |
| 5 |
Markel Group Tom Gayner
|
0.23% | 356K | — | +3.95% | $27.6M | $77.59 | — |
| 6 |
Yacktman Asset Management Donald Yacktman
|
0.22% | 211K | -38.18% | -52.46% | $16.3M | $77.59 | — |
| 7 |
Mairs & Power
|
0.02% | 20K | -2.16% | +5.29% | $1.5M | $77.59 | — |
| 8 |
Dodge & Cox
|
0.00% | 105K | -35.55% | -99.52% | $8.2M | $77.59 | — |
| — |
Matrix Asset Advisors David Katz
|
— | — | EXITED | — | — | — | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 8 | Total | — | 5.1M | -9.41% | -91.55% | $399.2M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.