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Intuitive Surgical
ISRG

Overview Fund Activity

2,102 hedge funds and large institutions have $159B invested in Intuitive Surgical in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 813 increasing their positions, 703 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
+169
Holders Change %
+8.74%
% of All Funds
27.98%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
0.95%
New
277
Increased
813
Reduced
703
Closed
77
Calls
$1.44B
Puts
$1.6B
Net Calls
-$163M
Net Calls Change
+$8.64M

Top Buyers

1
BlackRock
BlackRock
New York
+$620M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$359M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$258M
4
Northern Trust
Northern Trust
Illinois
+$258M
5
Millennium Management
Millennium Management
New York
+$190M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$570M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$315M
3
Jennison Associates
Jennison Associates
New York
-$296M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$226M
5
ClearBridge Investments
ClearBridge Investments
New York
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIS
676
Vega Investment Solutions
France
$4.66M +$4.66M +8,927 New
AWS
677
Atria Wealth Solutions
New York
$4.64M -$3.29M -6,304 -41%
CAM
678
Cresset Asset Management
Illinois
$4.6M -$16.2M -30,983 -78%
VAS
679
Vestmark Advisory Solutions
Massachusetts
$4.59M +$15.1K +29 +0.3%
CWP
680
Cyndeo Wealth Partners
Florida
$4.59M +$212K +407 +5%
AG
681
Algert Global
California
$4.56M +$2.44M +4,681 +116%
EFM
682
E Fund Management
China
$4.54M +$2.34M +4,475 +106%
NL
683
NWAM LLC
Washington
$4.53M -$6.26K -12 -0.1%
SS
684
SBI Securities
Japan
$4.5M +$4.5M +8,626 New
HPC
685
HM Payson & Co
Maine
$4.48M -$164K -315 -4%
SFA
686
Sequoia Financial Advisors
Ohio
$4.47M +$492K +942 +12%
RA
687
Rockingstone Advisors
Massachusetts
$4.44M -$128K -245 -3%
LF
688
Longbow Finance
Switzerland
$4.43M +$4.43M +8,490 New
LC
689
Legacy CG
Texas
$4.43M +$971K +1,861 +28%
CK
690
Cohen Klingenstein
New York
$4.42M – – –
DWM
691
Diversify Wealth Management
Utah
$4.41M +$2.23M +4,066 +102%
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.41M +$3.44K +6 +0.1%
SF
693
Summit Financial
New Jersey
$4.4M +$973K +1,865 +28%
EWM
694
Elevatus Welath Management
New York
$4.39M +$116K +223 +3%
SPC
695
Sigma Planning Corp
Michigan
$4.38M -$84K -161 -2%
ERSOT
696
Employees Retirement System of Texas
Texas
$4.36M +$608K +1,165 +16%
TFS
697
Thoroughbred Financial Services
Tennessee
$4.35M -$40.2K -77 -0.9%
CCM
698
Canal Capital Management
Virginia
$4.35M -$111K -213 -2%
LJCM
699
Lee Johnson Capital Management
Texas
$4.35M +$78.8K +151 +2%
O
700
Ossiam
France
$4.35M -$623K -1,193 -13%
26 27
28
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