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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 %
ATFA
1201
All Terrain Financial Advisors
Minnesota
$887K – – –
DAM
1202
Draper Asset Management
New York
$884K +$41K +76 +5%
FEG
1203
Financial Enhancement Group
Indiana
$884K +$884K +1,638 New
PWM
1204
Prosperity Wealth Management
California
$882K +$64.7K +124 +8%
CAM
1205
Creekmur Asset Management
Illinois
$881K -$87.2K -167 -9%
KA
1206
Kovack Advisors
Florida
$880K +$156K +298 +21%
CCIA
1207
Campbell & Co Investment Adviser
Maryland
$875K +$52.2K +100 +6%
FAIM
1208
Financial Advocates Investment Management
Washington
$870K -$49.1K -94 -5%
Empower Advisory Group
1209
Empower Advisory Group
Colorado
$869K -$16.7K -32 -2%
PCM
1210
Parsons Capital Management
Rhode Island
$869K +$7.31K +14 +0.8%
IC
1211
Iconiq Capital
California
$866K +$444K +850 +105%
WANY
1212
Wealthspire Advisors (New York)
New York
$859K +$191K +366 +29%
VWM
1213
Venturi Wealth Management
Texas
$857K +$152K +291 +22%
NAM
1214
NorthCrest Asset Manangement
Minnesota
$857K -$31.3K -60 -4%
RCM
1215
RB Capital Management
Nevada
$854K – – –
PCM
1216
Prelude Capital Management
New York
$851K +$47K +90 +6%
PCA
1217
Pallas Capital Advisors
Massachusetts
$850K +$1.57K +3 +0.2%
OAM
1218
Oxford Asset Management
United Kingdom
$850K +$232K +445 +38%
AAS
1219
Ameritas Advisory Services
Nebraska
$850K +$169K +324 +25%
4A
1220
4Wealth Advisors
Illinois
$848K +$848K +1,624 New
QWP
1221
Quotient Wealth Partners
Texas
$845K +$50.6K +97 +6%
SFI
1222
SPC Financial Inc
Maryland
$843K +$18.3K +35 +2%
OWM
1223
OneAscent Wealth Management
Alabama
$835K -$25.6K -49 -3%
BFIM
1224
Beese Fulmer Investment Management
Ohio
$834K +$34.4K +66 +4%
BFC
1225
Blue Fin Capital
Rhode Island
$834K +$99.7K +191 +14%
47 48
49
50 51