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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 %
MW
1026
Marcum Wealth
Ohio
$1.34M -$60K -115 -4%
GL
1027
Graypoint LLC
New York
$1.34M +$38.1K +73 +3%
SRL
1028
Scientech Research LLC
New Jersey
$1.33M -$1.07M -2,053 -45%
BTWM
1029
Brass Tax Wealth Management
Ohio
$1.33M -$2.61K -5 -0.2%
SF
1030
Synovus Financial
Georgia
$1.33M -$11K -21 -0.8%
Westfield Capital Management
1031
Westfield Capital Management
Massachusetts
$1.33M +$1.33M +2,549 New
FCG
1032
Fielder Capital Group
Tennessee
$1.33M -$1.57K -3 -0.1%
B
1033
Bellecapital
Switzerland
$1.32M +$175K +335 +15%
FCP
1034
Fidelis Capital Partners
Florida
$1.32M +$5.21K +9 +0.4%
GA
1035
Geller Advisors
New York
$1.32M -$522 -1 -0%
IFWM
1036
Institute for Wealth Management
Colorado
$1.32M +$15.1K +29 +1%
B
1037
Bensler
Washington
$1.32M +$1.32M +2,522 New
WA
1038
Wealth Alliance
New York
$1.31M -$179K -343 -12%
CTC
1039
Central Trust Company
Missouri
$1.31M +$140K +269 +12%
SRC
1040
Stone Run Capital
New York
$1.3M – – –
CPIG
1041
Chicago Partners Investment Group
Illinois
$1.3M -$35.4K -65 -3%
ZI
1042
ZEGA Investments
Florida
$1.3M +$1.3M +2,229 New
NB
1043
NBT Bank
New York
$1.3M +$284K +544 +28%
CCP
1044
Clarkston Capital Partners
Michigan
$1.3M – – –
AM
1045
Atwater Malick
Pennsylvania
$1.29M – – –
BCM
1046
BTC Capital Management
Iowa
$1.29M +$25.1K +48 +2%
GWANC
1047
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.28M +$5.74K +11 +0.5%
AWA
1048
Aaron Wealth Advisors
Illinois
$1.27M -$3.13K -6 -0.2%
SIM
1049
Sentry Investment Management
Wisconsin
$1.27M -$255K -488 -17%
BAM
1050
Belpointe Asset Management
Nevada
$1.26M -$5.91K -12 -0.5%
40 41
42
43 44