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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 %
GIA
951
Gladstone Institutional Advisory
Florida
$1.75M -$201K -386 -10%
FMB
952
Field & Main Bank
Kentucky
$1.75M -$21.4K -41 -1%
SWM
953
Sendero Wealth Management
Texas
$1.75M – – –
BM
954
Brandywine Managers
Delaware
$1.74M – – –
CA
955
Clearstead Advisors
Ohio
$1.73M -$36.5K -70 -2%
ACM
956
Anfield Capital Management
California
$1.72M – – –
FFA
957
Farther Finance Advisors
California
$1.72M +$203K +389 +13%
BRWA
958
B. Riley Wealth Advisors
Florida
$1.7M -$319K -612 -16%
PWP
959
Principle Wealth Partners
Connecticut
$1.7M -$217K -415 -11%
A
960
Allianz
Germany
$1.7M -$1.13M -2,141 -40%
GM
961
GeoWealth Management
Illinois
$1.69M +$25.1K +48 +2%
SAM
962
Strategy Asset Managers
California
$1.69M -$9.4K -18 -0.6%
MC
963
Martin Currie
United Kingdom
$1.68M +$595K +1,139 +55%
GLR
964
Great Lakes Retirement
Ohio
$1.68M +$26.1K +50 +2%
Walleye Capital
965
Walleye Capital
New York
$1.68M -$4.51M -8,650 -73%
QWM
966
Quadcap Wealth Management
Texas
$1.67M -$17.7K -34 -1%
AAP
967
Arax Advisory Partners
Colorado
$1.67M +$225K +432 +16%
EFG
968
Everhart Financial Group
Ohio
$1.67M +$78.3K +150 +5%
FCM
969
Fire Capital Management
California
$1.65M +$1.65M +3,170 New
FHA
970
Flagship Harbor Advisors
Massachusetts
$1.65M +$50.6K +97 +3%
LC
971
Lavaca Capital
Texas
$1.63M +$1.35M +2,583 +478%
PIM
972
Penobscot Investment Management
Massachusetts
$1.6M -$13K -25 -0.8%
WPW
973
Waldron Private Wealth
Pennsylvania
$1.6M +$322K +617 +25%
GC
974
Gilbert & Cook
Iowa
$1.6M -$5.74K -11 -0.4%
IW
975
IronOak Wealth
Texas
$1.6M +$1.6M +3,056 New
37 38
39
40 41