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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 %
M
1826
MOTCO
Texas
$28K
NFSG
1827
Newbridge Financial Services Group
Florida
$28K +$11.8K +24 +73%
DCM
1828
Disciplina Capital Management
Tennessee
$27K +$27K +55 New
CIAS
1829
CBIZ Investment Advisory Services
Ohio
$27K
CYG
1830
Clean Yield Group
Vermont
$26.5K -$26.5K -54 -50%
MWA
1831
MFA Wealth Advisors
Pennsylvania
$26.5K
EPW
1832
Evergreen Private Wealth
Colorado
$26.5K
FPF
1833
First Pacific Financial
Washington
$25.5K
AEPWM
1834
Atlantic Edge Private Wealth Management
Florida
$25.5K
T
1835
Tidemark
California
$25.1K +$1.97K +4 +9%
ATC
1836
Adirondack Trust Company
New York
$25.1K
OIA
1837
Optimum Investment Advisors
Illinois
$24.6K
VNA
1838
Valley National Advisers
Pennsylvania
$24K -$275K -572 -92%
LWANC
1839
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.6K +$4.42K +9 +23%
RFG
1840
REAP Financial Group
Texas
$23.6K +$16.2K +33 +220%
SL
1841
Salomon & Ludwin
Virginia
$23.1K -$983 -2 -4%
CTWM
1842
Cherry Tree Wealth Management
Minnesota
$22.6K
RWA
1843
Redmont Wealth Advisors
Illinois
$22.1K
DJSG
1844
D.J. St. Germain
Massachusetts
$21.1K
CTA
1845
Colonial Trust Advisors
South Carolina
$20.1K
RAM
1846
Riggs Asset Management
Pennsylvania
$18.7K
BC
1847
Barrett & Company
Rhode Island
$17.7K -$59K -120 -77%
AWM
1848
Ameliora Wealth Management
Switzerland
$17.7K
BWL
1849
Bogart Wealth LLC
Virginia
$16.7K
JFG
1850
JDM Financial Group
Texas
$16.7K +$2.46K +5 +17%