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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 %
LSPW
1776
Lake Street Private Wealth
Illinois
$228K -$41.2K -79 -15%
CWA
1777
Consilio Wealth Advisors
Washington
$228K -$3.65K -7 -2%
KCPG
1778
Kavar Capital Partners Group
Kansas
$228K – – –
HNB
1779
Hilltop National Bank
Wyoming
$228K -$13K -25 -5%
SMC
1780
Smith, Moore & Co
Missouri
$227K -$7.83K -15 -3%
BCP
1781
Berkeley Capital Partners
Georgia
$227K +$6.79K +13 +3%
PW
1782
Peninsula Wealth
California
$227K +$227K +435 New
FOA
1783
Five Oceans Advisors
California
$227K +$2.09K +4 +0.9%
AFW
1784
Avantra Family Wealth
Pennsylvania
$226K +$226K +433 New
MAC
1785
Mason & Associates (California)
California
$225K -$24K -46 -10%
BCA
1786
Bay Colony Advisors
Massachusetts
$224K -$12.5K -24 -5%
PJSIMP
1787
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K – – –
PL
1788
Plancorp LLC
Missouri
$224K +$224K +430 New
MWA
1789
Motive Wealth Advisors
Michigan
$224K +$224K +430 New
CIP
1790
Convergence Investment Partners
Florida
$223K -$3.13K -6 -1%
FPGK
1791
Financial Partners Group (Kansas)
Kansas
$223K -$9.39K -18 -4%
LA
1792
Lifeworks Advisors
Michigan
$222K +$222K +426 New
FPCP
1793
Fort Point Capital Partners
California
$222K -$2.09K -4 -0.9%
MF
1794
Manchester Financial
California
$222K – – –
DWM
1795
Darwin Wealth Management
Florida
$221K -$24K -46 -10%
LGG
1796
Luts & Greenleigh Group
Maryland
$221K -$3.13K -6 -1%
TA
1797
TruWealth Advisors
Louisiana
$221K -$1.04K -2 -0.5%
SGI
1798
Summit Global Investments
Utah
$221K -$104K -199 -32%
SWC
1799
Spectrum Wealth Counsel
Indiana
$221K -$19.3K -37 -8%
MC
1800
Matisse Capital
Oregon
$221K – – –
70 71
72
73 74