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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 %
1W
1251
1776 Wealth
Georgia
$781K – – –
AF
1252
Aviso Financial
Ontario, Canada
$780K -$6.79K -13 -0.9%
NPF
1253
Norris Perne & French
Michigan
$779K – – –
FFN
1254
Focus Financial Network
Minnesota
$778K +$114K +218 +17%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$773K -$22.4K -43 -3%
ACP
1256
Aviance Capital Partners
Florida
$771K +$32.9K +63 +4%
JWCA
1257
J.W. Coons Advisors
Ohio
$771K -$50.6K -97 -6%
GFP
1258
Guardian Financial Partners
California
$765K +$13.6K +26 +2%
VCM
1259
Virtue Capital Management
Tennessee
$764K -$89.3K -171 -10%
II
1260
Impact Investors
California
$762K +$762K +1,459 New
IEFM
1261
IQ EQ Fund Management
Ireland
$760K -$117K -225 -13%
PIM
1262
Platinum Investment Management
Australia
$759K – – –
LA
1263
LVW Advisors
New York
$756K +$9.92K +19 +1%
PWP
1264
Private Wealth Partners
California
$756K +$45.4K +87 +6%
AO
1265
Advisor OS
Illinois
$743K +$50.1K +96 +7%
RWPA
1266
Richard W. Paul & Associates
Michigan
$740K +$10.4K +20 +1%
CCA
1267
Cobblestone Capital Advisors
New York
$730K +$30.3K +58 +4%
CP
1268
Covenant Partners
Tennessee
$729K -$3.13K -6 -0.4%
LCWP
1269
Legacy Capital Wealth Partners
Arkansas
$726K -$232K -445 -24%
PP
1270
PDS Planning
Ohio
$723K +$26.6K +51 +4%
VFA
1271
Voya Financial Advisors
Connecticut
$722K -$54.8K -104 -7%
OC
1272
Oarsman Capital
Wisconsin
$722K -$20.9K -40 -3%
TFGT
1273
TS Financial Group (TSFG)
Illinois
$720K -$26.1K -50 -3%
LC
1274
Lindbrook Capital
California
$719K +$16.7K +32 +2%
LAM
1275
L2 Asset Management
Massachusetts
$718K -$12K -23 -2%
49 50
51
52 53