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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 %
ACM
1501
Advance Capital Management
Michigan
$414K +$3.13K +6 +0.8%
BBA
1502
BLB&B Advisors
Pennsylvania
$413K +$1.57K +3 +0.4%
RA
1503
RFG Advisory
Alabama
$413K -$24.5K -47 -6%
PWA
1504
Physician Wealth Advisors
Utah
$412K +$1.57K +3 +0.4%
TCWM
1505
Total Clarity Wealth Management
Illinois
$412K +$12K +23 +3%
CIS
1506
Custom Index Systems
New York
$410K +$522 +1 +0.1%
RFA
1507
Rollins Financial Advisors
New York
$409K -$30.8K -59 -7%
MC
1508
Middleton & Co
Massachusetts
$409K – – –
DBRC
1509
D.B. Root & Company
Pennsylvania
$407K -$29.8K -57 -7%
KA
1510
Klingman & Associates
New York
$407K +$28.7K +55 +8%
APW
1511
Austin Private Wealth
Texas
$407K -$253K -485 -38%
AF
1512
Advisornet Financial
Minnesota
$403K -$26.1K -50 -6%
GWSG
1513
GPS Wealth Strategies Group
Colorado
$400K -$191K -365 -32%
ECG
1514
Edge Capital Group
Georgia
$399K +$33.9K +65 +9%
FWM
1515
Finer Wealth Management
Massachusetts
$398K -$38.6K -74 -9%
UCMOK
1516
United Capital Management of KS
Kansas
$396K +$522 +1 +0.1%
CNBT
1517
Canandaigua National Bank & Trust
New York
$395K – – –
SF
1518
SWP Financial
California
$395K – – –
FC
1519
Farringdon Capital
United Kingdom
$395K +$395K +756 New
SSWM
1520
Smith Salley Wealth Management
North Carolina
$394K – – –
JAG
1521
Journey Advisory Group
Kentucky
$393K – – –
NWM
1522
Napa Wealth Management
California
$392K -$1.2M -2,298 -75%
FC
1523
Fairscale Capital
New Hampshire
$392K – – –
PFBT
1524
Parkside Financial Bank & Trust
Missouri
$390K +$9.92K +19 +3%
WA
1525
Wambolt & Associates
Colorado
$389K +$2.09K +4 +0.5%
59 60
61
62 63