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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 %
AP
1901
Atwood & Palmer
Missouri
$91.3K -$1.04K -2 -1%
BIA
1902
Bell Investment Advisors
California
$88.7K -$3.65K -7 -4%
HWA
1903
HHM Wealth Advisors
Tennessee
$88.2K +$7.83K +15 +10%
GKIM
1904
GW&K Investment Management
Massachusetts
$87K +$2.1K +4 +2%
CWM
1905
Crowley Wealth Management
Delaware
$86.1K +$86.1K +165 New
FLP
1906
Financial Life Planners
Arizona
$81.4K +$81.4K +156 New
BAM
1907
Byrne Asset Management
New Jersey
$80.9K -$1.04K -2 -1%
CAS
1908
Coppell Advisory Solutions
Texas
$79.3K +$4.76K +9 +6%
JWA
1909
JFS Wealth Advisors
Pennsylvania
$77.8K – – –
FDCP
1910
Foster Dykema Cabot & Partners
Massachusetts
$76.7K – – –
ME
1911
McIlrath & Eck
Washington
$74.1K – – –
SA
1912
SRH Advisors
Kansas
$70.5K – – –
BC
1913
BIT Capital
Germany
$69.9K -$79.9K -153 -53%
TWD
1914
True Wealth Design
Ohio
$69.7K +$1.57K +3 +2%
S
1915
Sachetta
Massachusetts
$69.4K +$522 +1 +0.8%
FA
1916
Financial Avengers
California
$67.9K – – –
AWM
1917
Activest Wealth Management
Florida
$67.3K -$7.31K -14 -10%
VWA
1918
VSM Wealth Advisory
Maryland
$67.3K +$67.3K +129 New
CHC
1919
City Holding Co
West Virginia
$65.8K – – –
CAL
1920
Capital Advisors Ltd
Ohio
$65K – – –
GA
1921
GoalVest Advisory
New York
$64.2K – – –
NC
1922
NewSquare Capital
Pennsylvania
$64.2K +$12K +23 +23%
GIA
1923
GHP Investment Advisors
Colorado
$62.6K +$4.7K +9 +8%
BBPWM
1924
Blue Bell Private Wealth Management
Pennsylvania
$62.6K – – –
PP
1925
PrairieView Partners
Minnesota
$62K – – –
75 76
77
78 79