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Intuitive Surgical

1,403 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
-26
Holders Change %
-1.82%
% of All Funds
22.46%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
114
Increased
520
Reduced
519
Closed
111
Calls
$804M
Puts
$547M
Net Calls
+$257M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1026
Callahan Advisors
Texas
$321K -$11.5K -45 -3%
GA
1027
Geller Advisors
New York
$321K +$31.9K +125 +11%
PCI
1028
Planning Center Inc
Illinois
$320K
GL
1029
Graypoint LLC
New York
$319K -$112K -438 -26%
LWM
1030
Laidlaw Wealth Management
New York
$317K
NGA
1031
Naples Global Advisors
Florida
$316K +$316K +1,238 New
NFG
1032
Nations Financial Group
Iowa
$314K
WIM
1033
WealthPlan Investment Management
Nebraska
$314K -$241K -944 -43%
RWP
1034
RWA Wealth Partners
Massachusetts
$313K
LFA
1035
Legacy Financial Advisors
Kentucky
$312K +$64.1K +251 +26%
VC
1036
Veery Capital
Delaware
$312K
CSIC
1037
Clifford Swan Investment Counsel
California
$312K
KFA
1038
Kapstone Financial Advisors
Ohio
$311K
AA
1039
Apriem Advisors
California
$311K
RWA
1040
Ropes Wealth Advisors
Massachusetts
$311K +$1.53K +6 +0.5%
GWP
1041
Gateway Wealth Partners
Wisconsin
$307K +$39.1K +153 +15%
NP
1042
NorthRock Partners
Minnesota
$307K -$213K -832 -41%
JSC
1043
Jackson Square Capital
California
$307K -$58.5K -229 -16%
WMA
1044
Wealth Management Associates
New Jersey
$306K
Wealth Enhancement Advisory Services
1045
Wealth Enhancement Advisory Services
Minnesota
$306K +$306K +1,198 New
E
1046
Ergoteles
New York
$305K -$15.7M -61,482 -98%
AF
1047
Advisornet Financial
Minnesota
$305K +$49.1K +192 +19%
GCM
1048
Graham Capital Management
Connecticut
$303K -$2.01M -7,863 -87%
LJHT
1049
Laurie J. Hall Trustee
$300K -$19.1K -75 -6%
SMA
1050
Sage Mountain Advisors
Georgia
$299K +$299K +1,172 New