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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 %
SG
1401
StoneX Group
New York
$527K +$249K +477 +90%
IIM
1402
Ipswich Investment Management
Massachusetts
$526K +$6.79K +13 +1%
HGA
1403
Hobbs Group Advisors
South Carolina
$523K – – –
MWM
1404
Merriman Wealth Management
Washington
$521K +$1.57K +3 +0.3%
SFO
1405
Stokes Family Office
Louisiana
$521K -$4.18K -8 -0.8%
HA
1406
Huntleigh Advisors
Missouri
$519K +$519K +995 New
KRSITF
1407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$3.52M -9,154 -87%
LSA
1408
Lion Street Advisors
Texas
$517K -$23K -44 -4%
GIA
1409
Guyasuta Investment Advisors
Pennsylvania
$517K – – –
AIA
1410
AIMZ Investment Advisors
California
$517K – – –
CC
1411
Centiva Capital
New York
$517K +$331K +635 +179%
MPWT
1412
MassMutual Private Wealth & Trust
Connecticut
$516K -$83.5K -160 -14%
AB
1413
Atlas Brown
Kentucky
$516K +$7.31K +14 +1%
RB
1414
Renasant Bank
Mississippi
$515K +$190K +364 +59%
FAFN
1415
First Affirmative Financial Network
Colorado
$515K -$15.7K -30 -3%
AIM
1416
Acropolis Investment Management
Missouri
$514K +$4.18K +8 +0.8%
TSS
1417
Two Sigma Securities
New York
$513K -$61.6K -118 -11%
TSWM
1418
Triangle Securities Wealth Management
North Carolina
$512K – – –
SW
1419
StrongBox Wealth
Missouri
$510K +$6.26K +12 +1%
CWM
1420
Centurion Wealth Management
Virginia
$509K +$32.4K +62 +7%
TCM
1421
Tufton Capital Management
Maryland
$508K -$18.3K -35 -3%
PPWM
1422
Perissos Private Wealth Management
Oklahoma
$507K +$2.61K +5 +0.5%
MWM
1423
Modern Wealth Management
Kansas
$506K +$47.5K +91 +10%
GSIAS
1424
Garden State Investment Advisory Services
New Jersey
$504K -$4.18K -8 -0.8%
AW
1425
Avion Wealth
Texas
$502K +$14.1K +27 +3%
55 56
57
58 59