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Intuitive Surgical

1,932 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, 641 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.95%
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
641
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
GG
1751
Gleason Group
Kentucky
$93.3K
BFPW
1752
BOK Financial Private Wealth
Colorado
$88.4K -$35.4K -72 -29%
TFA
1753
Toth Financial Advisory
Virginia
$88.4K +$29.5K +60 +50%
AGWCA
1754
Annis Gardner Whiting Capital Advisors
Florida
$87.9K -$113K -231 -56%
BCMLT
1755
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.9K +$10.3K +21 +13%
OCM
1756
Osterweis Capital Management
California
$87K
AP
1757
Atwood & Palmer
Missouri
$87K +$2.95K +6 +4%
BIA
1758
Bell Investment Advisors
California
$87K +$7.37K +15 +9%
RS
1759
Rakuten Securities
Japan
$86K -$59.9K -122 -41%
IUHSA
1760
Itau Unibanco Holding S.A.
Brazil
$85.5K -$2.42M -4,932 -97%
ABWM
1761
Alpine Bank Wealth Management
Colorado
$82K +$82K +167 New
GKIM
1762
GW&K Investment Management
Massachusetts
$80K +$11.4K +23 +17%
BAM
1763
Byrne Asset Management
New Jersey
$77.1K -$27K -55 -26%
HWA
1764
HHM Wealth Advisors
Tennessee
$75.7K +$7.37K +15 +11%
JWA
1765
JFS Wealth Advisors
Pennsylvania
$73.2K +$3.93K +8 +6%
FDCP
1766
Foster Dykema Cabot & Partners
Massachusetts
$72.2K +$72.2K +147 New
AWM
1767
Activest Wealth Management
Florida
$70.2K +$45.2K +92 +180%
ME
1768
McIlrath & Eck
Washington
$69.8K
CAS
1769
Coppell Advisory Solutions
Texas
$67.6K +$37.4K +78 +124%
SA
1770
SRH Advisors
Kansas
$66.3K
OA
1771
Operose Advisors
Wisconsin
$66.3K
S
1772
Sachetta
Massachusetts
$64.8K +$3.44K +7 +6%
OWP
1773
ORG Wealth Partners
Texas
$64.8K +$64.8K +132 New
TWD
1774
True Wealth Design
Ohio
$63.9K
FA
1775
Financial Avengers
California
$63.9K