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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
Norges Bank
1
Norges Bank
Norway
$2.4B
2
BlackRock
2
BlackRock
New York
$16.4B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.76B
4
Raymond James Financial
4
Raymond James Financial
Florida
$314M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$546M

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 Market Value Shares Shares
Change 		Shares
Change %
SC
1951
Solstein Capital
California
$38.6K 74 – –
CWM
1952
Compass Wealth Management
Connecticut
$37.6K 72 – –
FCG
1953
Financial Connections Group
California
$37K 72 – –
PK
1954
Pflug Koory
Nebraska
$36.5K 70 – –
MSG
1955
Main Street Group
Virginia
$36K 69 – –
DRP
1956
Decker Retirement Planning
Utah
$36K 69 +69 New
MCM
1957
MidAtlantic Capital Management
Virginia
$35.5K 68 – –
B
1958
Birchbrook
Maine
$32.9K 63 -10 -14%
NCM
1959
Northwest Capital Management
Oregon
$32.9K 63 – –
SFA
1960
Semmax Financial Advisors
North Carolina
$32.5K 55 – –
MSWM
1961
Mowery & Schoenfeld Wealth Management
Illinois
$31.8K 61 -159 -72%
KFI
1962
Key Financial Inc
Pennsylvania
$31.3K 60 – –
KSWA
1963
Kathleen S. Wright Associates
Pennsylvania
$31.3K 60 – –
VNA
1964
Valley National Advisers
Pennsylvania
$31K 60 +10 +20%
RI
1965
Ridgewood Investments
New Jersey
$30.8K 59 – –
KBFS
1966
Kohmann Bosshard Financial Services
Ohio
$30.8K 59 +59 New
NFSG
1967
Newbridge Financial Services Group
Florida
$29.8K 57 – –
T
1968
Tidemark
California
$29.8K 57 +6 +12%
SSG
1969
Summit Securities Group
New York
$29.8K 57 +57 New
CIAS
1970
CBIZ Investment Advisory Services
Ohio
$28.7K 55 – –
DCM
1971
Disciplina Capital Management
Tennessee
$28.7K 55 – –
AEPWM
1972
Atlantic Edge Private Wealth Management
Florida
$28.7K 55 +3 +6%
EPW
1973
Evergreen Private Wealth
Colorado
$28.2K 54 – –
CYG
1974
Clean Yield Group
Vermont
$28.2K 54 – –
HC
1975
Hurley Capital
New York
$27.8K 49 +49 New
77 78
79
80 81