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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 %
FFS
1126
Founders Financial Securities
Maryland
$1.08M -$5.22K -10 -0.5%
PFW
1127
Petros Family Wealth
Minnesota
$1.08M +$1.08M +2,071 New
IWM
1128
IHT Wealth Management
Illinois
$1.08M -$188K -360 -15%
AA
1129
Ancora Advisors
Ohio
$1.08M – – –
PIA
1130
Perennial Investment Advisors
California
$1.07M -$5.22K -10 -0.5%
WMP
1131
Wealth Management Partners
Arizona
$1.07M +$41.8K +80 +4%
VNIM
1132
Vaughan Nelson Investment Management
Texas
$1.07M -$373K -715 -26%
RFA
1133
Resurgent Financial Advisors
Georgia
$1.07M +$270K +517 +34%
BFP
1134
Beacon Financial Planning
Massachusetts
$1.07M – – –
OQS
1135
Occudo Quantitative Strategies
Florida
$1.06M +$1.06M +2,038 New
CAWM
1136
Capital A Wealth Management
Pennsylvania
$1.05M +$1.05M +2,003 New
AWP
1137
Atlas Wealth Partners
Pennsylvania
$1.04M -$52.2K -100 -5%
EWM
1138
Empirical Wealth Management
Washington
$1.04M +$85.6K +164 +9%
NI
1139
NCP Inc
California
$1.04M – – –
CCAM
1140
Codex Capital Asset Management
Texas
$1.04M – – –
BOTPPF
1141
Board of the Pension Protection Fund
United Kingdom
$1.04M +$1.04M +2,000 New
FFM
1142
Forum Financial Management
Illinois
$1.04M +$17.2K +33 +2%
IAN
1143
Integrated Advisors Network
Texas
$1.04M +$128K +245 +14%
MIM
1144
Marco Investment Management
Georgia
$1.04M +$762K +1,459 +272%
FIM
1145
Freedom Investment Management
Connecticut
$1.04M -$8.87K -17 -0.8%
SWM
1146
SeaCrest Wealth Management
New York
$1.03M +$21.9K +42 +2%
CF
1147
Centaurus Financial
California
$1.03M -$39.2K -75 -4%
AFP
1148
Ausdal Financial Partners
Iowa
$1.03M +$29.8K +57 +3%
PI
1149
PGGM Investments
Netherlands
$1.02M +$896K +1,715 +697%
WPWM
1150
Western Pacific Wealth Management
Illinois
$1.02M -$141K -270 -12%
44 45
46
47 48