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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 %
SN
1451
Sittner & Nelson
Oregon
$476K -$12K -23 -2%
VA
1452
Valmark Advisers
Ohio
$471K -$17.2K -33 -4%
AWE
1453
Avidian Wealth Enterprises
Texas
$470K +$128K +245 +37%
FDS
1454
First Dallas Securities
Texas
$470K -$131K -250 -22%
NAMP
1455
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$470K – – –
DI
1456
Dalton Investments
Nevada
$470K +$470K +900 New
CIA
1457
Capital Investment Advisors
Georgia
$469K +$63.2K +121 +16%
SSWM
1458
Strait & Sound Wealth Management
California
$468K +$12K +23 +3%
LFAS
1459
Level Four Advisory Services
Texas
$467K +$72K +138 +18%
AGP
1460
Autumn Glory Partners
Texas
$465K -$493K -944 -51%
WAS
1461
WESPAC Advisors SoCal
California
$464K – – –
PWS
1462
Proactive Wealth Strategies
Georgia
$463K – – –
DFG
1463
Delta Financial Group
New Jersey
$462K +$1.04K +2 +0.2%
CG
1464
Clarus Group
Texas
$462K – – –
AWM
1465
Ariadne Wealth Management
California
$460K +$21.4K +36 +5%
FMTC
1466
Farmers & Merchants Trust Company
California
$456K – – –
CCMI
1467
Creative Capital Management Investments
California
$456K – – –
EMCIP
1468
Ewing Morris & Co Investment Partners
Ontario, Canada
$454K +$454K +870 New
GMA
1469
Glassy Mountain Advisors
Maryland
$453K – – –
AC
1470
ASB Consultores
Florida
$453K +$12.5K +24 +3%
RSWM
1471
Robertson Stephens Wealth Management
California
$451K -$20.4K -39 -4%
FWCM
1472
Ferguson Wellman Capital Management
Oregon
$451K +$7.31K +14 +2%
CA
1473
Callahan Advisors
Texas
$450K – – –
MEAC
1474
M.E. Allison & Co
Texas
$449K +$449K +860 New
FAT
1475
First American Trust
California
$448K +$176K +338 +65%
57 58
59
60 61