CISCO SYS INC (CSCO) — Hedge Fund Ownership Q4 2025
CSCO
- CISCO SYS INC (CSCO) is held by 10 of 82 tracked hedge funds, with AKO Capital (4%) and Olstein Capital Management (1%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in CSCO stock was initiated by AKO Capital (4%).
- The biggest decreases in CSCO holdings came from Pzena Investment Management (-10%) and Dodge & Cox (-25%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to CISCO SYS INC (CSCO) by -9% vs the prior quarter and -91% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
AKO Capital
|
3.65% | 3.1M | NEW | — | $239.8M | $77.03 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
1.03% | 65K | -24.42% | -48.41% | $5.0M | $77.03 | — |
| 3 |
Matrix Asset Advisors David Katz
|
0.78% | 112K | -16.41% | -79.43% | $8.7M | $77.03 | — |
| 4 |
Yacktman Asset Management Donald Yacktman
|
0.37% | 341K | -5.42% | -71.13% | $26.2M | $77.03 | — |
| 5 |
Third Avenue Management
|
0.35% | 56K | -0.10% | -6.46% | $4.3M | $77.03 | — |
| 6 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.35% | 56K | -0.10% | -6.46% | $4.3M | $77.03 | — |
| 7 |
Pzena Investment Management Richard Pzena
|
0.32% | 1.4M | -9.58% | -24.81% | $107.6M | $77.03 | — |
| 8 |
Markel Group Tom Gayner
|
0.22% | 356K | — | +3.95% | $27.4M | $77.03 | — |
| 9 |
Mairs & Power
|
0.02% | 20K | -3.06% | +13.28% | $1.6M | $77.03 | — |
| 10 |
Dodge & Cox
|
0.01% | 163K | -25.10% | -99.31% | $12.6M | $77.03 | — |
| 10 | Total | — | 5.7M | -9.40% | -90.81% | $437.5M | — | — |
* 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.