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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 %
ACP
1676
Aveo Capital Partners
Colorado
$276K +$276K +529 New
AHL
1677
Abel Hall LLC
Louisiana
$273K +$7.31K +14 +3%
AWM
1678
Abound Wealth Management
Tennessee
$272K +$522 +1 +0.2%
WBC
1679
West Branch Capital
Massachusetts
$272K – – –
MCM
1680
Mengis Capital Management
Oregon
$272K – – –
HKIMG
1681
Hutchens & Kramer Investment Management Group
Indiana
$271K -$13.6K -26 -5%
KW
1682
Keyvantage Wealth
Pennsylvania
$271K +$271K +520 New
LW
1683
Linscomb Wealth
Texas
$270K +$270K +517 New
CP
1684
CenterBook Partners
Connecticut
$270K -$1.67M -3,196 -86%
WA
1685
Whipplewood Advisors
Colorado
$269K +$269K +516 New
TFF
1686
The Family Firm
Maryland
$268K -$4.18K -8 -2%
GFG
1687
Goldstone Financial Group
Illinois
$268K +$17.7K +34 +7%
CWC
1688
Carolinas Wealth Consulting
North Carolina
$268K -$48K -92 -15%
WEG
1689
World Equity Group
Illinois
$267K +$49.6K +95 +23%
OWA
1690
Opal Wealth Advisors
New York
$267K +$13K +25 +5%
TPM
1691
Triasima Portfolio Management
Quebec, Canada
$266K +$266K +510 New
JSAM
1692
J. Safra Asset Management
New York
$265K +$160K +303 +152%
BMM
1693
Buffington Mohr McNeal
Idaho
$265K +$16.2K +31 +7%
QPWM
1694
Quadrant Private Wealth Management
Pennsylvania
$263K +$5.74K +11 +2%
FBT
1695
First Bankers Trust
Kentucky
$263K – – –
BIA
1696
Benchmark Investment Advisors
Illinois
$263K -$1.05K -2 -0.4%
Dodge & Cox
1697
Dodge & Cox
California
$261K – – –
ITIM
1698
Indiana Trust & Investment Management
Indiana
$261K – – –
CCWM
1699
Correct Capital Wealth Management
Missouri
$261K – – –
HA
1700
Harbor Advisors
Florida
$261K +$261K +500 New
66 67
68
69 70