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Intuitive Surgical

1,726 hedge funds and large institutions have $119B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 705 increasing their positions, 585 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.02%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
201
Increased
705
Reduced
585
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
1201
AlphaCore Capital
California
$457K +$457K +1,146 New
LA
1202
Legacy Advisors
Pennsylvania
$455K +$455K +1,140 New
EWM
1203
Evercore Wealth Management
New York
$455K +$21.6K +54 +5%
RPC
1204
Rossmore Private Capital
Connecticut
$455K +$5.59K +14 +1%
SPC
1205
Spirepoint Private Client
Florida
$454K +$454K +1,137 New
MC
1206
Moors & Cabot
Massachusetts
$452K
IP
1207
Investment Partners
Ohio
$451K +$14.4K +36 +3%
LJHT
1208
Laurie J. Hall Trustee
$449K -$20K -50 -4%
LWM
1209
LJI Wealth Management
Indiana
$449K -$22.7K -57 -5%
KFA
1210
Kapstone Financial Advisors
Ohio
$448K
ZIC
1211
ZWJ Investment Counsel
Georgia
$447K
MWM
1212
Merriman Wealth Management
Washington
$445K +$445K +1,116 New
TCA
1213
Transcend Capital Advisors
New Jersey
$445K +$46.7K +117 +12%
TPWA
1214
TRUE Private Wealth Advisors
Oregon
$442K -$10.8K -27 -2%
GDP
1215
Great Diamond Partners
Maine
$441K -$3.59K -9 -0.8%
NGA
1216
Naples Global Advisors
Florida
$438K
CIM
1217
Contravisory Investment Management
Massachusetts
$438K -$5.59K -14 -1%
WWM
1218
Wolff Wiese Magana
California
$437K +$1.6K +4 +0.4%
CWM
1219
Connecticut Wealth Management
Connecticut
$437K +$5.98K +15 +1%
DAM
1220
Draper Asset Management
New York
$436K +$82.3K +214 +23%
FP
1221
Financial Perspectives
Minnesota
$435K
KAS
1222
KPP Advisory Services
Kentucky
$431K +$87K +218 +25%
TWM
1223
Trueblood Wealth Management
Ohio
$431K +$29.1K +73 +7%
FWM
1224
FFT Wealth Management
Pennsylvania
$430K +$33.9K +85 +9%
CCA
1225
Cobblestone Capital Advisors
New York
$429K