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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 %
WLG
1326
Williamson Legacy Group
Indiana
$623K +$48.5K +93 +8%
YC
1327
Yarbrough Capital
Tennessee
$621K – – –
CSIC
1328
Clifford Swan Investment Counsel
California
$620K +$71.5K +137 +13%
VC
1329
Veery Capital
Delaware
$619K -$2.09K -4 -0.3%
AA
1330
Alta Advisers
United Kingdom
$616K +$94.5K +181 +18%
PFG
1331
Prosperity Financial Group
California
$612K +$133K +255 +28%
AA
1332
Apriem Advisors
California
$610K -$7.83K -15 -1%
CPIA
1333
Cornell Pochily Investment Advisors
New York
$608K -$39.1K -75 -6%
GCP
1334
GSA Capital Partners
United Kingdom
$607K +$607K +1,163 New
LWM
1335
LJI Wealth Management
Indiana
$606K +$11K +21 +2%
BOS
1336
Bank of Stockton
California
$606K +$72K +138 +13%
FIA
1337
Foundations Investment Advisors
Arizona
$605K +$298K +570 +97%
CW
1338
Channel Wealth
California
$602K -$2.09K -4 -0.3%
RPC
1339
Rossmore Private Capital
Connecticut
$602K – – –
DCM
1340
Driehaus Capital Management
Illinois
$601K +$601K +1,152 New
NL
1341
Navalign LLC
California
$600K – – –
GTAM
1342
Global Trust Asset Management
Florida
$600K +$174K +333 +41%
BFG
1343
Beacon Financial Group
Texas
$599K -$3.65K -7 -0.6%
CH
1344
Cromwell Holdings
Wyoming
$597K – – –
RWP
1345
Revolve Wealth Partners
New Jersey
$597K +$7.31K +14 +1%
SPC
1346
Spirepoint Private Client
Florida
$596K -$1.04K -2 -0.2%
RF
1347
RHS Financial
California
$596K -$30.3K -58 -5%
First Manhattan
1348
First Manhattan
New York
$593K -$272K -521 -31%
FMN
1349
Financial Management Network
California
$593K +$3.75K +7 +0.6%
TWM
1350
Trueblood Wealth Management
Ohio
$591K – – –
52 53
54
55 56