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Intuitive Surgical
ISRG

Overview Fund Activity

2,101 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, 812 increasing their positions, 703 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,101
Holders Change
+168
Holders Change %
+8.69%
% 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
812
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
$16.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.76B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$546M
4
Northern Trust
Northern Trust
Illinois
$1.89B
5
Millennium Management
Millennium Management
New York
$295M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.09M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$44.1M
3
Jennison Associates
Jennison Associates
New York
$1.47B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$555M
5
ClearBridge Investments
ClearBridge Investments
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1601
BridgePort Financial Solutions
Iowa
$330K +$330K +586 New
SP
1602
Successful Portfolios
Florida
$330K – – –
RSS
1603
Rosenblum Silverman Sutton
California
$329K -$5.22K -10 -2%
SWA
1604
Sax Wealth Advisors
New Jersey
$328K +$328K +629 New
SLG
1605
Stanley-Laman Group
Pennsylvania
$326K +$38.6K +74 +13%
BPWM
1606
Badgley Phelps Wealth Managers
Washington
$325K -$65.8K -126 -17%
PVI
1607
Pine Valley Investments
New Jersey
$325K – – –
BBNA
1608
Bremer Bank National Association
Minnesota
$324K -$11K -21 -3%
CM
1609
Cercano Management
Washington
$324K – – –
LTI
1610
Laffer Tengler Investments
Tennessee
$323K – – –
SFC
1611
Strategic Financial Concepts
Texas
$322K +$522 +1 +0.2%
BWM
1612
BlackDiamond Wealth Management
New York
$321K +$11K +21 +4%
SFCL
1613
Strengthening Families & Communities LLC
Massachusetts
$320K – – –
FFA
1614
First Foundation Advisors
California
$318K -$10.4K -20 -3%
ST
1615
Smithfield Trust
Pennsylvania
$318K – – –
ACG
1616
Allen Capital Group
Nebraska
$317K +$25.1K +48 +9%
RZH
1617
Relyea Zuckerberg Hanson
Connecticut
$316K +$26.6K +51 +9%
BI
1618
Beckerman Institutional
New Jersey
$315K – – –
SWP
1619
Semus Wealth Partners
Florida
$315K -$94.5K -181 -23%
SWM
1620
Sugarloaf Wealth Management
Georgia
$314K +$17.7K +34 +6%
GS
1621
GWN Securities
Florida
$314K +$314K +538 New
VFG
1622
V2 Financial group
Illinois
$313K – – –
SCA
1623
Southern Capital Advisors
Tennessee
$313K – – –
CM
1624
Capula Management
Cayman Islands
$313K +$522 +1 +0.2%
WOC
1625
West Oak Capital
California
$313K – – –
63 64
65
66 67