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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 %
MS
1876
Mizuho Securities
Japan
$158K +$94.9K +180 +150%
OP
1877
ORG Partners
Indiana
$152K -$522 -1 -0.3%
MCM
1878
MV Capital Management
Maryland
$144K -$522 -1 -0.4%
CSC
1879
Cove Street Capital
California
$141K – – –
CT
1880
Clearstead Trust
Maine
$136K – – –
SVCP
1881
Silicon Valley Capital Partners
California
$129K +$129K +248 New
NSIM
1882
North Star Investment Management
Illinois
$129K – – –
CT
1883
Colonial Trust
South Carolina
$128K +$10.4K +20 +9%
ANBT
1884
American National Bank & Trust
Texas
$128K – – –
CWM
1885
Cranbrook Wealth Management
Michigan
$128K +$63.3K +121 +98%
FMII
1886
Farmers & Merchants Investments Inc
Nebraska
$123K – – –
SNB
1887
Security National Bank
Nebraska
$117K – – –
PWS
1888
Peterson Wealth Services
Utah
$116K – – –
CA
1889
Crewe Advisors
Utah
$115K -$78.3K -150 -40%
EBA
1890
Eagle Bay Advisors
New York
$112K -$4.18K -8 -4%
GC
1891
Garde Capital
Washington
$110K – – –
CSB
1892
City State Bank
Iowa
$104K -$3.13K -6 -3%
AGWCA
1893
Annis Gardner Whiting Capital Advisors
Florida
$100K +$6.79K +13 +7%
FGA
1894
Fortis Group Advisors
New Jersey
$99.7K – – –
GG
1895
Gleason Group
Kentucky
$99.2K – – –
OWP
1896
ORG Wealth Partners
Texas
$99.2K +$30.3K +58 +44%
BFPW
1897
BOK Financial Private Wealth
Colorado
$97.1K +$3.13K +6 +3%
TFA
1898
Toth Financial Advisory
Virginia
$94K – – –
BCMLT
1899
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.4K – – –
IUHSA
1900
Itau Unibanco Holding S.A.
Brazil
$92.9K +$2.09K +4 +2%
74 75
76
77 78