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Intuitive Surgical

1,726 hedge funds and large institutions have $119B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 705 increasing their positions, 585 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.02%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
201
Increased
705
Reduced
585
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1401
HBK Investments
Texas
$275K +$275K +690 New
Financial Engines Advisors
1402
Financial Engines Advisors
California
$273K +$9.18K +23 +3%
CPIA
1403
Cornell Pochily Investment Advisors
New York
$271K +$25.9K +65 +11%
RPWA
1404
Regent Peak Wealth Advisors
Georgia
$271K -$3.59K -9 -1%
BB
1405
Burford Brothers
Texas
$270K +$399 +1 +0.1%
CIS
1406
Custom Index Systems
New York
$270K +$270K +677 New
VCM
1407
Viewpoint Capital Management
Washington
$269K
FCM
1408
Fourpath Capital Management
Oklahoma
$269K +$9.58K +24 +4%
OWMIAS
1409
One Wealth Management Investment & Advisory Services
Florida
$269K +$17.6K +44 +7%
HI
1410
Hendershot Investments
Virginia
$268K
DAC
1411
Dividend Assets Capital
South Carolina
$267K +$8.39K +21 +3%
KC
1412
Kades & Cheifetz
Pennsylvania
$267K -$4.79K -12 -2%
BWM
1413
Baron Wealth Management
Michigan
$267K -$798 -2 -0.3%
SHWM
1414
Smith & Howard Wealth Management
Georgia
$266K
CWS
1415
Confluence Wealth Services
Pennsylvania
$266K +$26.3K +66 +11%
MGIA
1416
Moneta Group Investment Advisors
Missouri
$265K +$265K +664 New
CWC
1417
Carolinas Wealth Consulting
North Carolina
$265K +$117K +294 +79%
MPM
1418
Meritage Portfolio Management
Kansas
$264K
GBT
1419
Grove Bank & Trust
Florida
$264K -$10.8K -27 -4%
AT
1420
Arvest Trust
Oklahoma
$263K -$54.3K -136 -17%
SFC
1421
Strategic Financial Concepts
Texas
$263K +$263K +660 New
KA
1422
Kercheville Advisors
Texas
$261K +$261K +655 New
TCWM
1423
Total Clarity Wealth Management
Illinois
$261K
WWP
1424
WR Wealth Planners
Missouri
$260K -$12K -30 -4%
AHC
1425
Adell Harriman & Carpenter
Texas
$259K +$20K +50 +8%