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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 %
SFS
1226
Sharp Financial Services
Pennsylvania
$429K -$5.99K -15 -1%
AI
1227
Accredited Investors
Minnesota
$428K +$27.9K +70 +7%
CA
1228
Clearstead Advisors
Ohio
$427K -$64K -168 -13%
TWA
1229
TCI Wealth Advisors
Arizona
$426K
WA
1230
Wambolt & Associates
Colorado
$425K -$210K -533 -33%
Parnassus Investments
1231
Parnassus Investments
California
$424K +$424K +1,062 New
EA
1232
Everpar Advisors
Oklahoma
$423K -$75.8K -190 -15%
CCG
1233
Cypress Capital Group
Florida
$421K +$9.98K +25 +2%
CSIC
1234
Clifford Swan Investment Counsel
California
$419K
MWM
1235
Moran Wealth Management
Florida
$416K +$126K +316 +44%
TC
1236
Truvestments Capital
Florida
$415K +$394K +986 +1,826%
FMN
1237
Financial Management Network
California
$415K
AA
1238
Advisory Alpha
Michigan
$414K +$414K +1,038 New
NAS
1239
Nicolet Advisory Services
Wisconsin
$414K +$81.7K +209 +25%
WMA
1240
Wealth Management Associates
New Jersey
$414K -$101K -226 -20%
EWA
1241
Encompass Wealth Advisors
Oregon
$413K
WANY
1242
Wealthspire Advisors (New York)
New York
$412K -$90.6K -227 -18%
TSWM
1243
Triangle Securities Wealth Management
North Carolina
$411K
JSW
1244
Journey Strategic Wealth
New Jersey
$411K +$411K +1,030 New
SAI
1245
Systematic Alpha Investments
New Jersey
$411K
DBRC
1246
D.B. Root & Company
Pennsylvania
$407K +$9.18K +23 +2%
TCM
1247
Tufton Capital Management
Maryland
$406K +$9.98K +25 +3%
MA
1248
MONECO Advisors
Connecticut
$404K +$14K +35 +4%
PAM
1249
Palisade Asset Management
Minnesota
$403K
VWA
1250
Visionary Wealth Advisors
Illinois
$403K +$43.1K +108 +12%