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Intuitive Surgical

1,933 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.96%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
642
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1626
Darwin Wealth Management
Florida
$231K -$15.7K -32 -6%
CIAS
1627
Capital Investment Advisory Services
North Carolina
$229K +$229K +467 New
CWM
1628
Cherrydale Wealth Management
New Jersey
$228K
AG
1629
AlTi Global
New York
$228K -$49.6K -101 -18%
WA
1630
Wealth Architects
California
$228K -$794K -1,616 -78%
HWM
1631
Heirloom Wealth Management
Colorado
$228K
SEP
1632
Southland Equity Partners
Missouri
$228K
WIA
1633
World Investment Advisors
California
$228K +$228K +464 New
SC
1634
Seldon Capital
California
$227K
HNB
1635
Hilltop National Bank
Wyoming
$226K -$12.3K -25 -5%
SWC
1636
Spectrum Wealth Counsel
Indiana
$226K -$95.3K -194 -30%
PA
1637
Promethium Advisors
Maryland
$226K +$226K +460 New
WP
1638
WMS Partners
Maryland
$225K -$102K -208 -31%
ML
1639
McAdam LLC
Pennsylvania
$225K +$225K +458 New
MYIA
1640
Mount Yale Investment Advisors
Colorado
$225K +$225K +458 New
CAM
1641
Concorde Asset Management
Michigan
$225K -$3.93K -8 -2%
SP
1642
Stonebrook Private
Michigan
$225K +$225K +457 New
WSWA
1643
Warren Street Wealth Advisors
California
$225K +$225K +457 New
BCA
1644
Bay Colony Advisors
Massachusetts
$223K +$491 +1 +0.2%
RDFA
1645
Ritter Daniher Financial Advisory
Ohio
$223K
WG
1646
Welch Group
Alabama
$222K +$222K +452 New
DIP
1647
Davis Investment Partners
North Carolina
$222K -$38.4K -79 -15%
BIM
1648
Breakwater Investment Management
Washington
$222K
SMC
1649
Smith, Moore & Co
Missouri
$221K -$32.4K -66 -13%
WFG
1650
Wills Financial Group
Virginia
$221K