ISRG icon

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 %
SAW
1226
Signal Advisors Wealth
Michigan
$832K +$90.3K +173 +12%
ECA
1227
Elevated Capital Advisors
Utah
$831K -$53.8K -103 -6%
CCA
1228
Childress Capital Advisors
Texas
$830K -$9.4K -18 -1%
NWAG
1229
Net Worth Advisory Group
Utah
$829K -$20.9K -40 -2%
GWM
1230
Geneos Wealth Management
Colorado
$829K -$117K -225 -12%
PHIC
1231
Pine Haven Investment Counsel
Massachusetts
$827K -$18.3K -35 -2%
CCFM
1232
Clear Creek Financial Management
Washington
$826K +$16.2K +31 +2%
BWP
1233
BSW Wealth Partners
Colorado
$812K +$47K +90 +6%
WPC
1234
Waters Parkerson & Co
Louisiana
$811K +$6.79K +13 +0.8%
NRD
1235
Nebula Research & Development
New York
$809K +$809K +1,549 New
GSWM
1236
Golden State Wealth Management
California
$806K +$806K +1,545 New
WIM
1237
WealthPlan Investment Management
Nebraska
$806K -$229K -438 -22%
MMG
1238
Monetary Management Group
Missouri
$806K -$26.1K -50 -3%
HI
1239
Harbour Investments
Wisconsin
$806K +$16.7K +32 +2%
CSWM
1240
Cassady Schiller Wealth Management
Ohio
$803K +$12.5K +24 +2%
RCAG
1241
Rehmann Capital Advisory Group
Michigan
$800K -$5.74K -11 -0.7%
RCA
1242
Resonant Capital Advisors
Wisconsin
$800K +$3.13K +6 +0.4%
PNC
1243
Park National Corp
Ohio
$798K -$11K -21 -1%
SAM
1244
Secure Asset Management
Michigan
$797K -$3.65K -7 -0.5%
CA
1245
Cambridge Advisors
Nebraska
$792K +$20.9K +40 +3%
RMDI
1246
R.M. Davis Inc
Maine
$787K – – –
MWM
1247
Modera Wealth Management
New Jersey
$787K +$15.7K +30 +2%
PWA
1248
Prairie Wealth Advisors
Nebraska
$786K -$39.1K -75 -5%
PFA
1249
Pure Financial Advisors
California
$786K +$13.6K +26 +2%
WA
1250
WBH Advisory
Maryland
$783K – – –
48 49
50
51 52