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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 %
BTD
1976
BankPlus Trust Department
Mississippi
$27.7K 53 +53 New
FPF
1977
First Pacific Financial
Washington
$27.1K 52 – –
ATC
1978
Adirondack Trust Company
New York
$26.6K 51 – –
OIA
1979
Optimum Investment Advisors
Illinois
$26.1K 50 – –
PAM
1980
Parvin Asset Management
South Dakota
$26.1K 50 +50 New
HNW
1981
High Note Wealth
Minnesota
$26.1K 50 +50 New
BCM
1982
Berbice Capital Management
New York
$26.1K 50 +50 New
1IA
1983
1620 Investment Advisors
Massachusetts
$25.8K 49 -10 -17%
LWANC
1984
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.1K 48 – –
AF
1985
Atala Financial
California
$25.1K 48 +48 New
CTWM
1986
Cherry Tree Wealth Management
Minnesota
$24K 46 – –
AFG
1987
Albion Financial Group
Utah
$23.5K 45 +45 New
SL
1988
Salomon & Ludwin
Virginia
$23.5K 45 -2 -4%
HIW
1989
Holos Integrated Wealth
Pennsylvania
$23.5K 45 +45 New
BOJHT
1990
Bank of Jackson Hole Trust
Wyoming
$23K 44 +44 New
W
1991
WealthCollab
Washington
$22.4K 43 -16 -27%
DJSG
1992
D.J. St. Germain
Massachusetts
$22.4K 43 – –
VWM
1993
Vermillion Wealth Management
Minnesota
$22.4K 43 +43 New
FDW
1994
Fourth Dimension Wealth
Ohio
$21.9K 42 +42 New
OCM
1995
Osterweis Capital Management
California
$20.9K 40 -137 -77%
BWL
1996
Bogart Wealth LLC
Virginia
$20.9K 40 +6 +18%
PA
1997
Pineridge Advisors
Missouri
$20.9K 40 +33 +471%
RAM
1998
Riggs Asset Management
Pennsylvania
$20K 38 – –
AWM
1999
Ameliora Wealth Management
Switzerland
$18.8K 36 – –
BC
2000
Barrett & Company
Rhode Island
$18.8K 36 – –
78 79
80
81 82