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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.

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 %
FFO
1926
Fortitude Family Office
Arizona
$58.5K – – –
MAS
1927
MPWM Advisory Solutions
Georgia
$57.4K +$57.4K +110 New
IMC
1928
Investment Management Corporation
Virginia
$56.9K +$56.9K +109 New
MA
1929
MCF Advisors
Kentucky
$56.4K -$1.57K -3 -3%
BWM
1930
Bernard Wealth Management
Michigan
$56.4K +$56.4K +108 New
MCA
1931
Midwest Capital Advisors
Michigan
$54.3K +$54.3K +104 New
MCA
1932
Maryland Capital Advisors
Maryland
$52.2K – – –
KI
1933
Kapitalo Investimentos
Brazil
$52.2K +$52.2K +100 New
DMBA
1934
Deseret Mutual Benefit Administrators
Utah
$51.2K -$7.83K -15 -13%
CJ
1935
Caitlin John
Michigan
$51.2K – – –
AA
1936
AlphaMark Advisors
Kentucky
$50K +$37.5K +72 +300%
FF
1937
Friedenthal Financial
New Jersey
$49.1K -$5.22K -10 -10%
MAM
1938
Meeder Asset Management
Ohio
$48.5K -$3.65K -7 -7%
CWM
1939
Centricity Wealth Management
Ohio
$47.5K +$47.5K +91 New
CH
1940
Canton Hathaway
Rhode Island
$47K – – –
ACA
1941
American Capital Advisory
Idaho
$47K – – –
MIA
1942
MeadowBrook Investment Advisors
Michigan
$47K – – –
HGERS
1943
Householder Group Estate & Retirement Specialist
Arizona
$43K -$9.73K -19 -18%
DIP
1944
DT Investment Partners
Pennsylvania
$42.3K – – –
CPG
1945
Cornerstone Planning Group
New Jersey
$41.3K -$16.1K -28 -28%
PCWA
1946
Pacific Capital Wealth Advisors
California
$40.7K -$4.18K -8 -9%
POIA
1947
Pin Oak Investment Advisors
Texas
$40K – – –
SO
1948
Sierra Ocean
California
$39.7K +$39.7K +76 New
PWMG
1949
Prestige Wealth Management Group
New Jersey
$39.1K – – –
AA
1950
Addison Advisors
Vermont
$38.6K +$3.13K +6 +9%
76 77
78
79 80