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 %
BMWS
1376
Brady Martz Wealth Solutions
North Dakota
$554K +$554K +1,028 New
NGA
1377
Naples Global Advisors
Florida
$553K -$13K -25 -2%
CFG
1378
Cooper Financial Group
California
$553K +$105K +201 +23%
GSEP
1379
Golden State Equity Partners
California
$551K +$343K +658 +166%
BWA
1380
Bordeaux Wealth Advisors
California
$550K -$55.9K -107 -9%
MA
1381
MJP Associates
Connecticut
$550K +$125K +240 +29%
CWM
1382
Connecticut Wealth Management
Connecticut
$549K +$14.1K +27 +3%
APP
1383
Avantax Planning Partners
Iowa
$549K +$46.5K +89 +9%
EWM
1384
Evercore Wealth Management
New York
$548K – – –
PNAA
1385
Pictet North America Advisors
Switzerland
$548K – – –
AI
1386
Accredited Investors
Minnesota
$543K +$9.92K +19 +2%
JSW
1387
Journey Strategic Wealth
New Jersey
$542K +$9.92K +19 +2%
TA
1388
TrueWealth Advisors
Alabama
$541K +$115K +221 +27%
VCP
1389
Verus Capital Partners
Arizona
$539K +$19.8K +38 +4%
CC
1390
Callan Capital
California
$538K -$5.74K -11 -1%
SAI
1391
Systematic Alpha Investments
New Jersey
$537K – – –
MWP
1392
Meriwether Wealth & Planning
Louisiana
$537K +$537K +1,029 New
JWM
1393
Jackson Wealth Management
Florida
$536K +$170K +325 +46%
SIMG
1394
Sonora Investment Management Group
Arizona
$535K +$44.4K +85 +9%
LJHT
1395
Laurie J. Hall Trustee
$535K – – –
MAG
1396
MRA Advisory Group
New Jersey
$531K +$30.8K +59 +6%
BWP
1397
BlueStem Wealth Partners
Minnesota
$530K +$530K +1,016 New
SGCA
1398
Steel Grove Capital Advisors
Tennessee
$530K -$17.7K -34 -3%
PTC
1399
Private Trust Company
Ohio
$529K +$29.2K +56 +6%
PAM
1400
Palisade Asset Management
Minnesota
$527K – – –
54 55
56
57 58