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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 %
VPP
1476
Vertex Planning Partners
Illinois
$444K +$15.7K +30 +4%
TLP
1477
Trinity Legacy Partners
Texas
$444K – – –
PC
1478
Promus Capital
Illinois
$444K +$444K +850 New
WMA
1479
Wealth Management Associates
New Jersey
$443K -$71.5K -137 -14%
RA
1480
Riversedge Advisors
Delaware
$443K +$21.4K +41 +5%
YP
1481
YANKCOM Partnership
South Dakota
$441K +$441K +845 New
HIC
1482
Holderness Investments Company
North Carolina
$438K – – –
HFS
1483
Howard Financial Services
Texas
$437K +$16.7K +32 +4%
NWMG
1484
National Wealth Management Group
Ohio
$436K +$436K +836 New
VFA
1485
Values First Advisors
Tennessee
$435K +$8.35K +16 +2%
OHWP
1486
Oak Harbor Wealth Partners
North Carolina
$435K – – –
SCP
1487
Sivia Capital Partners
California
$434K +$2.61K +5 +0.6%
NFG
1488
Nations Financial Group
Iowa
$433K +$22.4K +43 +5%
DE
1489
Diversified Enterprises
Delaware
$429K +$4.7K +9 +1%
TA
1490
TFG Advisers
Michigan
$429K +$35.5K +68 +9%
PAG
1491
Private Advisory Group
Washington
$427K +$4.7K +9 +1%
NHT
1492
New Hampshire Trust
New Hampshire
$426K +$1.04K +2 +0.2%
GIP
1493
Granite Investment Partners
California
$425K – – –
CP
1494
Canopy Partners
Ohio
$425K +$5.74K +11 +1%
RFW
1495
Rainier Family Wealth
Washington
$421K +$421K +807 New
ACM
1496
Arcataur Capital Management
Wisconsin
$418K – – –
PMG
1497
ProVise Management Group
Florida
$418K – – –
PI
1498
Parkside Investments
Illinois
$418K – – –
AL
1499
Arnhold LLC
New York
$418K – – –
OL
1500
Optas LLC
Texas
$415K +$75.2K +144 +22%
58 59
60
61 62