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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 %
AP
2076
Aspect Partners
Virginia
$4.18K 8 – –
PWA
2077
Principia Wealth Advisory
Texas
$4.18K 8 +8 New
WW
2078
Winnow Wealth
Texas
$3.8K 8 +8 New
CCM
2079
Chilton Capital Management
Texas
$3.65K 7 -107 -94%
DWA
2080
Delos Wealth Advisors
Texas
$3.65K 7 – –
HFS
2081
Horizon Financial Services
North Carolina
$3.65K 7 – –
CPL
2082
Capital & Planning LLC
Georgia
$3.65K 7 +7 New
BSB
2083
Bangor Savings Bank
Maine
$3.13K 6 – –
HFM
2084
Hartford Financial Management
Connecticut
$3.13K 6 – –
PGAM
2085
Princeton Global Asset Management
New Jersey
$3.13K 6 – –
SIC
2086
SJS Investment Consulting
Ohio
$2.61K 5 -124 -96%
WA
2087
WestEnd Advisors
North Carolina
$2.61K 5 +1 +25%
MWM
2088
Mascoma Wealth Management
New Hampshire
$2.61K 5 +5 New
GFL
2089
Granite FO LLC
New Hampshire
$2.09K 4 – –
PEAK6
2090
PEAK6
Illinois
$1.65K 3 +3 New
GWSA
2091
Global Wealth Strategies & Associates
Colorado
$1.57K 3 – –
CIAM
2092
Caitong International Asset Management
Hong Kong
$1.57K 3 +3 New
RPA
2093
Redwood Park Advisors
California
$1.57K 3 +3 New
SMAM
2094
Sugar Maple Asset Management
Wisconsin
$1.57K 3 +3 New
CTA
2095
Colonial Trust Advisors
South Carolina
$1.04K 2 -39 -95%
DFA
2096
DHJJ Financial Advisors
Illinois
$1.04K 2 – –
PWM
2097
Parkworth Wealth Management
California
$1.04K 2 +2 New
WTFG
2098
Wood Tarver Financial Group
Idaho
$1K 2 +2 New
T
2099
Transce3nd
Texas
$522 1 +1 New
AIC
2100
Archer Investment Corporation
Indiana
$316 1 – –
82 83
84
85 86