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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 %
GAM
1701
Gemmer Asset Management
California
$260K – – –
AW
1702
Alteri Wealth
California
$260K +$260K +499 New
RS
1703
Rakuten Securities
Japan
$260K +$169K +323 +185%
SFG
1704
SevenBridge Financial Group
Pennsylvania
$259K +$259K +438 New
MFA
1705
Mayflower Financial Advisors
Massachusetts
$259K -$172K -330 -40%
CFP
1706
Cascade Financial Partners
California
$259K +$522 +1 +0.2%
SAM
1707
S.A. Mason
Michigan
$258K +$10.4K +20 +4%
FAC
1708
Financial Advisory Corporation
Michigan
$258K +$258K +495 New
CFD
1709
Creative Financial Designs
Indiana
$258K -$102K -196 -28%
NCM
1710
Novare Capital Management
North Carolina
$257K – – –
WRPWM
1711
Werba Rubin Papier Wealth Management
California
$257K -$25.6K -49 -9%
SP
1712
Stonebrook Private
Michigan
$257K +$18.3K +35 +8%
WFMPM
1713
Woodley Farra Manion Portfolio Management
Indiana
$256K -$10.4K -20 -4%
HAS
1714
HBW Advisory Services
California
$255K +$4.7K +9 +2%
OWCM
1715
One Wealth Capital Management
Arizona
$255K +$255K +488 New
MBT
1716
Montecito Bank & Trust
California
$254K -$65.2K -125 -20%
CWA
1717
Canvas Wealth Advisors
Kansas
$254K -$39.1K -75 -13%
CIS
1718
Continental Investors Services
Washington
$254K – – –
MYIA
1719
Mount Yale Investment Advisors
Colorado
$253K +$13.6K +26 +6%
PSP
1720
Principal Street Partners
Tennessee
$253K +$253K +484 New
AC
1721
AXQ Capital
New Jersey
$251K -$1.28M -2,460 -84%
RIL
1722
Rothschild Investment LLC
Illinois
$251K +$3.65K +7 +1%
RS
1723
R Squared
Hong Kong
$251K +$251K +481 New
VBCG
1724
Valley Brook Capital Group
Pennsylvania
$251K – – –
LAM
1725
Longboard Asset Management
Arizona
$251K +$251K +480 New
67 68
69
70 71