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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
1
BlackRock
New York
$16.4B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.76B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$546M
4
Northern Trust
4
Northern Trust
Illinois
$1.89B
5
Millennium Management
5
Millennium Management
New York
$295M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.09M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$44.1M
3
Jennison Associates
3
Jennison Associates
New York
$1.47B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$555M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1726
Sovran Advisors
California
$250K +$250K +464 New
CSA
1727
Cornerstone Select Advisors
Missouri
$250K +$250K +479 New
NWWA
1728
New Wave Wealth Advisors
Arkansas
$249K -$43.3K -83 -15%
FFA
1729
Fi3 Financial Advisors
Indiana
$249K -$14.6K -28 -6%
VI
1730
Versor Investments
New York
$248K +$248K +475 New
SEP
1731
Southland Equity Partners
Missouri
$247K +$5.22K +10 +2%
MCWA
1732
Meadow Creek Wealth Advisors
Georgia
$246K -$7.83K -15 -3%
GFA
1733
Gallagher Fiduciary Advisors
Illinois
$246K +$15.7K +30 +7%
KCM
1734
Kanawha Capital Management
Virginia
$244K -$27.1K -52 -10%
WSWA
1735
Warren Street Wealth Advisors
California
$244K +$5.22K +10 +2%
TWP
1736
Triad Wealth Partners
Kansas
$244K +$244K +467 New
CWM
1737
Cherrydale Wealth Management
New Jersey
$243K – – –
MFC
1738
Morris Financial Concepts
South Carolina
$243K +$26.1K +50 +12%
AA
1739
Auxano Advisors
Washington
$242K +$21.4K +41 +10%
SIMG
1740
Stephens Investment Management Group
Texas
$242K -$92.4K -177 -28%
HWM
1741
Heirloom Wealth Management
Colorado
$242K – – –
SIA
1742
SGL Investment Advisors
Montana
$242K +$242K +410 New
SC
1743
Seldon Capital
California
$241K – – –
OF
1744
Optimize Financial
California
$241K +$241K +462 New
WG
1745
Welch Group
Alabama
$241K +$2.64K +5 +1%
NHC
1746
Nicholas Hoffman & Company
Georgia
$241K +$241K +461 New
CA
1747
Cache Advisors
California
$240K +$240K +460 New
HCM
1748
Hall Capital Management
Rhode Island
$240K +$240K +460 New
MWA
1749
Midland Wealth Advisors
Illinois
$240K -$18.3K -35 -7%
TIA
1750
Trust Investment Advisors
Indiana
$239K -$15.1K -29 -6%
68 69
70
71 72