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Intuitive Surgical
ISRG

Overview Fund Activity

1,933 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.96%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
642
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
GQG Partners
GQG Partners
Florida
+$395M
5
WSFS
Wilmington Savings Fund Society
Delaware
+$271M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.19B
2
Millennium Management
Millennium Management
New York
-$647M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$612M
4
Edgewood Management
Edgewood Management
Connecticut
-$461M
5
Jennison Associates
Jennison Associates
New York
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1201
Venturi Wealth Management
Texas
$664K +$415K +844 +166%
RMC
1202
Resources Management Corp
Connecticut
$663K – – –
LC
1203
Lindbrook Capital
California
$661K -$120K -245 -15%
CCA
1204
Cobblestone Capital Advisors
New York
$658K +$56K +114 +9%
PP
1205
PDS Planning
Ohio
$655K +$21.1K +43 +3%
C
1206
Certuity
Florida
$654K -$160K -325 -20%
UWPG
1207
Ullmann Wealth Partners Group
Florida
$653K +$10.3K +21 +2%
AO
1208
Advisor OS
Illinois
$652K +$346K +704 +113%
KCM
1209
KRS Capital Management
Michigan
$648K -$12.3K -25 -2%
TFM
1210
TFC Financial Management
Massachusetts
$647K – – –
MWM
1211
Mindset Wealth Management
Indiana
$646K +$646K +1,315 New
QC
1212
Quent Capital
New York
$646K -$7.84K -16 -1%
B
1213
Bailard
California
$643K +$38.3K +78 +6%
AAS
1214
Ameritas Advisory Services
Nebraska
$641K -$299K -608 -32%
TWM
1215
Tradition Wealth Management
Minnesota
$640K -$49.6K -101 -7%
QAM
1216
Q3 Asset Management
Michigan
$640K +$640K +1,302 New
ILI
1217
Invesco LLC (Illinois)
Illinois
$639K – – –
GKWIM
1218
Gerber Kawasaki Wealth & Investment Management
California
$634K – – –
TSWM
1219
Tyler-Stone Wealth Management
Ohio
$631K +$326K +664 +107%
WANY
1220
Wealthspire Advisors (New York)
New York
$628K +$65.8K +134 +12%
FFN
1221
Focus Financial Network
Minnesota
$626K +$78.6K +160 +14%
PCS
1222
Personal CFO Solutions
New Jersey
$625K -$17.7K -36 -3%
APW
1223
Austin Private Wealth
Texas
$621K +$180K +367 +41%
FBFS
1224
First Business Financial Services
Wisconsin
$615K +$5.9K +12 +1%
GFP
1225
Gryphon Financial Partners
Ohio
$614K -$98.7K -201 -14%
47 48
49
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