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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 %
1WM
1851
1900 Wealth Management
Texas
$205K -$10.4K -20 -5%
SFP
1852
Sandbox Financial Partners
Maryland
$204K -$23K -44 -10%
PWP
1853
Perfromance Wealth Partners
Illinois
$204K +$204K +390 New
FMC
1854
First Merchants Corp
Indiana
$201K +$201K +386 New
MWM
1855
Marion Wealth Management
Pennsylvania
$201K +$201K +386 New
BCP
1856
Blue Chip Partners
Michigan
$201K +$3.65K +7 +2%
ST
1857
Spinnaker Trust
Maine
$201K +$201K +385 New
RDFA
1858
Ritter Daniher Financial Advisory
Ohio
$199K -$37.1K -71 -16%
CAL
1859
Capital Analysts LLC
Pennsylvania
$199K +$16.2K +31 +9%
ACM
1860
Adalta Capital Management
New York
$196K – – –
GEA
1861
Glen Eagle Advisors
New Jersey
$187K – – –
RA
1862
Rise Advisors
New York
$187K +$1.57K +3 +0.8%
MHR
1863
Matthew Hamilton Rosenberg
$180K – – –
NRG
1864
Nemes Rush Group
Michigan
$180K +$12K +23 +7%
PMFA
1865
Plante Moran Financial Advisors
Michigan
$177K +$13K +25 +8%
WWP
1866
WR Wealth Planners
Missouri
$176K -$208K -399 -54%
EFP
1867
EnRich Financial Partners
Wisconsin
$175K – – –
TIM
1868
Tortoise Investment Management
New York
$175K +$6.79K +13 +4%
VHAM
1869
Van Hulzen Asset Management
California
$170K +$170K +325 New
RFS
1870
Richardson Financial Services
Massachusetts
$167K +$95.9K +182 +135%
RCM
1871
Raleigh Capital Management
North Carolina
$166K +$12.5K +24 +8%
JFGIW
1872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K +$7.43K +13 +5%
PWA
1873
Provenance Wealth Advisors
Florida
$164K – – –
CCG
1874
Ceeto Capital Group
Florida
$163K +$163K +312 New
QL
1875
Quarry LP
New York
$160K -$92.4K -177 -37%
73 74
75
76 77