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Intuitive Surgical
ISRG

Overview Fund Activity

2,100 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, 811 increasing their positions, 703 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,100
Holders Change
+168
Holders Change %
+8.7%
% of All Funds
27.97%
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
811
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 %
NAS
1801
NWF Advisory Services
California
$221K +$221K +423 New
ABTD
1802
Arvest Bank Trust Division
Oklahoma
$220K -$56.4K -108 -20%
USWIA
1803
UP Strategic Wealth Investment Advisors
Pennsylvania
$220K +$220K +421 New
RTC
1804
Riverview Trust Company
Washington
$220K – – –
CSP
1805
Cary Street Partners
Virginia
$220K +$220K +421 New
OWP
1806
Obermeyer Wealth Partners
Colorado
$219K +$4.18K +8 +2%
CWG
1807
Crown Wealth Group
North Carolina
$219K +$5.22K +10 +2%
MHWM
1808
Montz Harcus Wealth Management
Louisiana
$219K -$1.04K -2 -0.5%
GAM
1809
Griffin Asset Management
New York
$219K – – –
FWM
1810
Focused Wealth Management
New York
$218K +$218K +418 New
JC
1811
JB Capital
Connecticut
$218K -$8.36K -16 -4%
RWM
1812
Reston Wealth Management
Virginia
$218K – – –
GGS
1813
Galvin Gaustad & Stein
Arizona
$218K +$218K +417 New
AF
1814
Apexium Financial
Texas
$217K -$12K -23 -5%
CG
1815
CFO4Life Group
Texas
$217K +$217K +416 New
BSHC
1816
Breed's Hill Capital
Massachusetts
$217K +$217K +416 New
BCM
1817
Blume Capital Management
California
$217K -$4.18K -8 -2%
NSLI
1818
Nan Shan Life Insurance
Taiwan
$216K – – –
CA
1819
Continuum Advisory
Idaho
$216K -$39.7K -76 -16%
BCM
1820
Buckhead Capital Management
Georgia
$216K – – –
SIM
1821
Stratos Investment Management
Ohio
$215K +$215K +412 New
PWAC
1822
Private Wealth Advisors (California)
California
$215K +$215K +411 New
BPAMU
1823
BTG Pactual Asset Management US
New York
$214K – – –
MW
1824
MBL Wealth
North Carolina
$214K -$5.22K -10 -2%
BCM
1825
Barometer Capital Management
Ontario, Canada
$214K +$214K +480 New
71 72
73
74 75