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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 %
MA
1351
MONECO Advisors
Connecticut
$589K +$44.4K +85 +8%
KHCM
1352
Kirtland Hills Capital Management
Ohio
$587K +$76.7K +147 +15%
CCC
1353
Compass Capital Corp
Massachusetts
$585K +$585K +970 New
NAS
1354
Nicolet Advisory Services
Wisconsin
$585K +$24.6K +45 +4%
CF
1355
Claris Financial
Virginia
$585K +$585K +1,121 New
BWP
1356
Burling Wealth Partners
Illinois
$584K +$584K +1,119 New
PEA
1357
Park Edge Advisors
Ohio
$583K +$583K +1,116 New
PPWM
1358
Paragon Private Wealth Management
Kentucky
$581K +$112K +215 +24%
IP
1359
Investment Partners
Ohio
$580K +$5.22K +10 +0.9%
WPW
1360
Warther Private Wealth
Ohio
$572K +$3.65K +7 +0.6%
TWA
1361
TCI Wealth Advisors
Arizona
$571K +$4.7K +9 +0.8%
ZIC
1362
ZWJ Investment Counsel
Georgia
$571K – – –
CWP
1363
Concord Wealth Partners
Virginia
$570K -$47K -90 -8%
CIM
1364
Contravisory Investment Management
Massachusetts
$570K -$42.8K -82 -7%
FP
1365
Financial Perspectives
Minnesota
$569K – – –
BCA
1366
Bay Capital Advisors
Virginia
$568K +$568K +1,089 New
EW
1367
Evoke Wealth
California
$567K +$163K +313 +40%
I
1368
InceptionR
California
$567K +$567K +1,087 New
SFS
1369
Sharp Financial Services
Pennsylvania
$561K – – –
HWA
1370
HCR Wealth Advisors
California
$559K +$1.04K +2 +0.2%
4WM
1371
44 Wealth Management
Oregon
$558K +$3.13K +6 +0.6%
KA
1372
Kercheville Advisors
Texas
$558K +$112K +215 +25%
KNW
1373
Kesler Norman & Wride
Utah
$558K +$558K +1,069 New
FAG
1374
Fortitude Advisory Group
Washington
$555K – – –
OCM
1375
One Capital Management
California
$554K -$238K -456 -30%
53 54
55
56 57