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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 %
A
1101
AlphaQuest
New York
$1.14M +$955K +1,829 +518%
SIG
1102
Senator Investment Group
New York
$1.13M – – –
CIM
1103
Chapman Investment Management
California
$1.13M +$61.1K +117 +6%
IA
1104
IFP Advisors
Florida
$1.13M +$6.78K +13 +0.6%
OFS
1105
OneAscent Financial Services
Alabama
$1.13M +$5.74K +11 +0.5%
DIA
1106
Dana Investment Advisors
Wisconsin
$1.13M +$52.2K +100 +5%
SPWM
1107
Schrum Private Wealth Management
Florida
$1.13M -$297K -569 -21%
WFG
1108
Wormser Freres Gestion
France
$1.13M +$90.7K +167 +9%
TWM
1109
Tradition Wealth Management
Minnesota
$1.13M +$445K +853 +65%
FPAS
1110
Focus Partners Advisor Solutions
Missouri
$1.12M -$67.9K -130 -6%
AA
1111
Advisory Alpha
Michigan
$1.12M +$229K +439 +26%
MIM
1112
Moseley Investment Management
Florida
$1.12M +$26.6K +51 +2%
SQA
1113
Simon Quick Advisors
New Jersey
$1.11M +$83.5K +160 +8%
AFT
1114
Alpha Family Trust
California
$1.11M – – –
HCMG
1115
Howard Capital Management Group
California
$1.11M – – –
NAAA
1116
New Age Alpha Advisors
New York
$1.1M +$1.1M +2,104 New
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$1.1M -$241K -462 -18%
MMM
1118
Mendel Money Management
Illinois
$1.1M – – –
JWM
1119
JGP Wealth Management
Oregon
$1.09M +$23K +44 +2%
GWMR
1120
GC Wealth Management RIA
Massachusetts
$1.09M -$88.7K -170 -8%
CGL
1121
Clarius Group LLC
Washington
$1.09M +$115K +220 +12%
AFG
1122
Allegheny Financial Group
Pennsylvania
$1.09M – – –
HWM
1123
Hemington Wealth Management
Virginia
$1.09M -$12.5K -24 -1%
IAIM
1124
International Assets Investment Management
Florida
$1.09M -$570M -1,088,541 -100%
BMCM
1125
Bryn Mawr Capital Management
Pennsylvania
$1.09M +$357K +685 +49%
43 44
45
46 47