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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 %
WH
1301
Wallace Hart
Kentucky
$674K -$702K -1,344 -51%
PCS
1302
Personal CFO Solutions
New Jersey
$672K +$7.83K +15 +1%
DWM
1303
Drive Wealth Management
Utah
$671K +$19.3K +37 +3%
TSWM
1304
Tyler-Stone Wealth Management
Ohio
$670K – – –
KAS
1305
KPP Advisory Services
Kentucky
$664K +$33.4K +64 +5%
BWP
1306
Balboa Wealth Partners
Arizona
$657K -$404K -775 -38%
MC
1307
Moors & Cabot
Massachusetts
$656K +$50.6K +97 +8%
BTWM
1308
Baker Tilly Wealth Management
Wisconsin
$655K +$47.5K +91 +8%
FBFS
1309
First Business Financial Services
Wisconsin
$653K – – –
CA
1310
Claro Advisors
Massachusetts
$652K +$19.3K +37 +3%
CCA
1311
Coign Capital Advisors
Utah
$651K +$651K +1,248 New
IAG
1312
Investmark Advisory Group
Connecticut
$651K – – –
MFIM
1313
Mesirow Financial Investment Management
Illinois
$650K +$345K +661 +113%
PPW
1314
Parcion Private Wealth
Washington
$647K – – –
CMS
1315
Capital Market Strategies
Florida
$646K +$47K +90 +8%
KFA
1316
Kapstone Financial Advisors
Ohio
$643K – – –
LFM
1317
LGT Fund Management
Liechtenstein
$642K +$120K +230 +23%
WP
1318
WMS Partners
Maryland
$640K +$401K +769 +168%
TC
1319
Trust Company
Kansas
$637K +$313K +600 +97%
WB
1320
WesBanco Bank
West Virginia
$635K +$9.92K +19 +2%
IP
1321
Ignite Planners
California
$632K +$4.82K +9 +0.8%
EWA
1322
EverSource Wealth Advisors
Alabama
$632K +$88.7K +170 +16%
PCI
1323
Planning Center Inc
Illinois
$627K -$8.35K -16 -1%
WWM
1324
Wolff Wiese Magana
California
$623K +$25.6K +49 +4%
EDRH
1325
Edmond de Rothschild Holding
Switzerland
$623K – – –
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