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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 %
JPWM
851
Jamison Private Wealth Management
Georgia
$2.37M +$329K +631 +16%
ACM
852
Alamar Capital Management
California
$2.36M -$54.8K -105 -2%
CAG
853
Crestwood Advisors Group
Massachusetts
$2.36M +$48K +92 +2%
AIM
854
Alhambra Investment Management
Florida
$2.35M – – –
BTI
855
Blue Trust Inc
Georgia
$2.33M +$383K +734 +20%
RWM
856
Ritholtz Wealth Management
New York
$2.33M +$23K +44 +1%
CRC
857
Curi RMB Capital
Illinois
$2.32M -$200K -384 -8%
ONB
858
Old National Bancorp
Indiana
$2.32M +$38.6K +74 +2%
SCA
859
Stonebridge Capital Advisors
Minnesota
$2.32M -$185K -354 -7%
TNAM
860
Terra Nova Asset Management
New York
$2.31M +$7.83K +15 +0.3%
EHI
861
Eagle Health Investments
Connecticut
$2.29M -$1.57M -3,000 -41%
DT
862
Diversified Trust
Tennessee
$2.29M +$13K +25 +0.6%
FCT
863
Family Capital Trust
Massachusetts
$2.28M -$2.29M -4,378 -50%
CAMG
864
CWA Asset Management Group
Florida
$2.28M +$5.22K +10 +0.2%
HCM
865
Hollencrest Capital Management
California
$2.28M -$5.22K -10 -0.2%
KWM
866
Kingsview Wealth Management
Oregon
$2.27M +$49.1K +94 +2%
WI
867
Wintrust Investments
Illinois
$2.24M -$105K -201 -4%
TWM
868
TriaGen Wealth Management
California
$2.24M -$53.8K -103 -2%
IP
869
Intellectus Partners
California
$2.24M -$36.5K -70 -2%
EIA
870
Eastover Investment Advisors
North Carolina
$2.23M -$53.2K -102 -2%
ECM
871
Evergreen Capital Management
Washington
$2.23M +$58.5K +112 +3%
EB
872
Eastern Bank
Massachusetts
$2.23M +$106K +203 +5%
GAG
873
GM Advisory Group
New York
$2.21M -$16.2K -31 -0.7%
WF
874
WoodTrust Financial
Wisconsin
$2.2M -$1.04K -2 -0%
GD
875
Grandfield & Dodd
New York
$2.2M – – –
33 34
35
36 37