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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 %
BONH
2001
Bank of New Hampshire
New Hampshire
$18.3K 35 +35 New
JFG
2002
JDM Financial Group
Texas
$17.7K 34 – –
CAC
2003
Core Alternative Capital
Georgia
$17.2K 33 +10 +43%
MFA
2004
McClarren Financial Advisors
Pennsylvania
$17K 33 – –
SC
2005
Stephens Consulting
Michigan
$16.7K 32 – –
CT
2006
Coastline Trust
Rhode Island
$16.7K 32 +2 +7%
MCM
2007
Mainstream Capital Management
California
$16.7K 32 +32 New
LWMI
2008
Legacy Wealth Management (Idaho)
Idaho
$16.3K 28 +13 +87%
LIS
2009
Legacy Investment Solutions
Idaho
$16.3K 28 +13 +87%
MSWA
2010
Marshall & Sterling Wealth Advisors
New York
$15.7K 30 +30 New
PPA
2011
Pilgrim Partners Asia
Singapore
$15.7K 30 +30 New
CCA
2012
Criterion Capital Advisors
Tennessee
$15.6K 35 – –
EFMH
2013
E Fund Management (HK)
Hong Kong
$15K 29 +24 +480%
SAM
2014
Synergy Asset Management
Washington
$14.7K 30 +30 New
OW
2015
Olistico Wealth
Oklahoma
$14.6K 28 – –
BHWM
2016
Beaird Harris Wealth Management
Texas
$14.6K 28 – –
TPW
2017
Talon Private Wealth
Florida
$14.1K 27 – –
MFG
2018
Menard Financial Group
Texas
$14.1K 27 +27 New
GGI
2019
Godsey & Gibb Inc
Virginia
$13K 25 -35 -58%
VWA
2020
Valued Wealth Advisors
Utah
$13K 25 -5 -17%
PA
2021
PSI Advisors
Florida
$13K 25 – –
SIS
2022
Strategic Investment Solutions
Illinois
$13K 25 – –
JAM
2023
JCIC Asset Management
Ontario, Canada
$13K 25 +25 New
PFSC
2024
Peoples Financial Services Corp
Pennsylvania
$13K 25 +25 New
BFS
2025
Burkett Financial Services
South Carolina
$12.5K 24 – –
79 80
81
82 83