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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 %
CFFP
1751
Center for Financial Planning
Michigan
$239K +$104K +200 +78%
KIM
1752
Kestra Investment Management
Texas
$238K -$165K -317 -41%
AIA
1753
Angeles Investment Advisors
California
$238K -$21.4K -41 -8%
CWM
1754
Centric Wealth Management
Illinois
$238K – – –
BIM
1755
Breakwater Investment Management
Washington
$235K – – –
AC
1756
AlphaCore Capital
California
$235K +$9.4K +18 +4%
ACM
1757
Ashford Capital Management
Delaware
$235K – – –
WFG
1758
Wills Financial Group
Virginia
$235K – – –
WCM
1759
Weik Capital Management
Pennsylvania
$235K – – –
S
1760
Sunpointe
Missouri
$235K +$3.65K +7 +2%
COCM
1761
Charter Oak Capital Management
New Hampshire
$234K +$6.79K +13 +3%
BSI
1762
Bennett Selby Investments
Maine
$234K +$8.87K +17 +4%
PA
1763
Promethium Advisors
Maryland
$234K -$6.26K -12 -3%
DIP
1764
Davis Investment Partners
North Carolina
$234K -$15.9K -29 -6%
IFA
1765
Index Fund Advisors
California
$233K – – –
WLIM
1766
White Lighthouse Investment Management
Massachusetts
$233K – – –
PA
1767
Prossimo Advisors
California
$233K -$21.9K -42 -9%
SF
1768
Symphony Financial
Texas
$233K +$233K +386 New
BOPW
1769
Brandywine Oak Private Wealth
Pennsylvania
$232K +$522 +1 +0.2%
SAI
1770
Savvy Advisors Inc
New York
$232K -$292K -560 -56%
HDIM
1771
Hanson & Doremus Investment Management
Vermont
$230K +$230K +440 New
T
1772
TOBAM
France
$229K -$117K -224 -34%
CMP
1773
Courage Miller Partners
Virginia
$229K – – –
CIAS
1774
Capital Investment Advisory Services
North Carolina
$228K -$15.7K -30 -6%
OWA
1775
Outlook Wealth Advisors
Texas
$228K +$15.1K +29 +7%
69 70
71
72 73