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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 %
IBOK
1426
Independence Bank of Kentucky
Kentucky
$500K +$78.3K +150 +19%
A
1427
Argentarii
Ohio
$499K +$499K +956 New
CP
1428
Clarendon Private
Massachusetts
$498K +$498K +955 New
LWA
1429
Ledgewood Wealth Advisors
New Hampshire
$496K – – –
OL
1430
OneFund LLC
Florida
$494K +$9.4K +18 +2%
FFG
1431
Fiduciary Financial Group
California
$494K +$1.1K +2 +0.2%
VWA
1432
Visionary Wealth Advisors
Illinois
$493K +$21.9K +42 +5%
WRM
1433
Weybosset Research & Management
Rhode Island
$493K -$1.04K -2 -0.2%
HI
1434
Humankind Investments
New York
$492K -$31.8K -61 -6%
WFI
1435
West Family Investments
California
$492K -$13K -25 -3%
AIM
1436
Anchor Investment Management
South Carolina
$492K -$42.8K -82 -8%
GB
1437
Goepper Burkhardt
South Carolina
$492K -$15.7K -30 -3%
ICP
1438
Interchange Capital Partners
Pennsylvania
$490K -$120K -233 -20%
CSI
1439
Cross Staff Investments
New York
$489K – – –
UOC
1440
UBS O'Connor
Illinois
$488K +$488K +935 New
PCM
1441
Penserra Capital Management
California
$486K -$1.2M -2,299 -71%
SCTC
1442
Sanibel Captiva Trust Company
Florida
$485K +$155K +297 +47%
DP
1443
Dearborn Partners
Illinois
$484K – – –
LA
1444
LexAurum Advisors
Kansas
$483K +$51.2K +98 +12%
SC
1445
Saiph Capital
New Jersey
$481K +$70.5K +135 +17%
FA
1446
Fountainhead AM
New Jersey
$481K +$481K +922 New
FWP
1447
FAS Wealth Partners
Kansas
$481K – – –
VCA
1448
Verdence Capital Advisors
Maryland
$481K -$299K -573 -38%
WIA
1449
World Investment Advisors
California
$478K +$236K +452 +97%
AI
1450
AXS Investments
New York
$478K -$78.3K -150 -14%
56 57
58
59 60