ISRG icon

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 %
FFO
1551
Fiduciary Family Office
Florida
$365K +$365K +700 New
HIM
1552
Hillsdale Investment Management
Ontario, Canada
$365K +$104K +200 +40%
WA
1553
WPG Advisers
Maryland
$365K +$365K +699 New
EWM
1554
Evermay Wealth Management
Virginia
$362K +$139K +266 +62%
CBT
1555
Crews Bank & Trust
Florida
$360K +$360K +690 New
ALAM
1556
Asahi Life Asset Management
Japan
$360K +$360K +690 New
BWM
1557
Baron Wealth Management
Michigan
$360K +$3.13K +6 +0.9%
VCM
1558
Versant Capital Management
Arizona
$359K +$77.3K +148 +27%
FFA
1559
Fragasso Financial Advisors
Pennsylvania
$359K +$10.4K +20 +3%
GBT
1560
Grove Bank & Trust
Florida
$358K -$19.8K -38 -5%
AHC
1561
Adell Harriman & Carpenter
Texas
$356K +$1.05K +2 +0.3%
CWS
1562
Confluence Wealth Services
Pennsylvania
$356K -$53.6K -88 -13%
PFG
1563
Putney Financial Group
California
$356K +$356K +682 New
BFA
1564
Beaumont Financial Advisors
Massachusetts
$354K +$73.1K +140 +26%
BB
1565
Burford Brothers
Texas
$353K – – –
VCM
1566
Viewpoint Capital Management
Washington
$352K – – –
HBW
1567
Hazlett, Burt & Watson
West Virginia
$352K +$164K +315 +87%
WI
1568
WrapManager Inc
California
$350K -$25.1K -48 -7%
SW
1569
SMART Wealth
Nebraska
$349K +$41.2K +79 +13%
DAC
1570
Dividend Assets Capital
South Carolina
$349K – – –
SHWM
1571
Smith & Howard Wealth Management
Georgia
$348K – – –
TAM
1572
Trillium Asset Management
Massachusetts
$348K -$20.9K -40 -6%
SW
1573
Simplicity Wealth
New Jersey
$347K -$264K -506 -43%
AG
1574
AlTi Global
New York
$346K +$92.8K +170 +37%
MFA
1575
Morling Financial Advisors
California
$344K +$20.9K +40 +6%
61 62
63
64 65