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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 %
VWM
1526
Vigilare Wealth Management
Arizona
$385K – – –
UIA
1527
Ulland Investment Advisors
Minnesota
$385K – – –
VDI
1528
Vaughan David Investments
Illinois
$383K – – –
TW
1529
Traveka Wealth
California
$382K +$13K +25 +4%
TPWA
1530
TRUE Private Wealth Advisors
Oregon
$382K -$5.22K -10 -1%
MCWS
1531
McKinley Carter Wealth Services
West Virginia
$382K -$5.74K -11 -1%
RA
1532
Riverstone Advisors
Texas
$381K – – –
SMA
1533
Seven Mile Advisory
New Jersey
$381K +$1.57K +3 +0.4%
ML
1534
McAdam LLC
Pennsylvania
$380K +$141K +270 +59%
MFG
1535
Magnus Financial Group
New York
$378K -$522 -1 -0.1%
SB
1536
Sunflower Bank
Texas
$378K +$13K +25 +4%
OCM
1537
Objective Capital Management
Ohio
$377K -$119K -228 -24%
AT
1538
Avalon Trust
New Mexico
$376K +$86.6K +166 +30%
DF
1539
Dunhill Financial
United Kingdom
$376K +$7.83K +15 +2%
FFA
1540
Fortune Financial Advisors
Kansas
$375K – – –
MAWA
1541
Moss Adams Wealth Advisors
Washington
$374K +$47K +90 +14%
DWM
1542
Destination Wealth Management
California
$374K -$27.7K -53 -7%
BWS
1543
Buck Wealth Strategies
Colorado
$372K +$6.79K +13 +2%
RPWA
1544
Regent Peak Wealth Advisors
Georgia
$371K +$5.22K +10 +1%
CHP
1545
Cable Hill Partners
Oregon
$371K +$26.6K +51 +8%
SCM
1546
Schnieders Capital Management
California
$368K -$8.35K -16 -2%
KWM
1547
Kolinsky Wealth Management
New Jersey
$367K -$88.7K -170 -19%
GDP
1548
Great Diamond Partners
Maine
$366K -$2.61K -5 -0.7%
AWA
1549
AGH Wealth Advisors
Kansas
$365K +$365K +700 New
NHFG
1550
New Harbor Financial Group
Massachusetts
$365K -$6.79K -13 -2%
60 61
62
63 64