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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 %
TCWA
2126
Turtle Creek Wealth Advisors
Texas
– – -1,409 Closed
QAM
2127
Q3 Asset Management
Michigan
– – -1,302 Closed
AFG
2128
ABLE Financial Group
Arizona
– – -1,230 Closed
CC
2129
Corton Capital
Ontario, Canada
– – -1,198 Closed
DTL
2130
Dynamic Technology Lab
Singapore
– – -1,139 Closed
PRS
2131
Pinkerton Retirement Specialists
Idaho
– – -1,078 Closed
EIP
2132
Epoch Investment Partners
New York
– – -1,046 Closed
EWA
2133
Encompass Wealth Advisors
Oregon
– – -1,035 Closed
ACGA
2134
Atlanta Consulting Group Advisors
Georgia
– – -1,028 Closed
WMWM
2135
Whitaker-Myers Wealth Managers
Ohio
– – -965 Closed
TSW
2136
Three Seasons Wealth
Utah
– – -908 Closed
CFM
2137
Catalyst Funds Management
Australia
– – -900 Closed
MM
2138
MQS Management
New York
– – -837 Closed
MPM
2139
MBB Public Markets
Illinois
– – -720 Closed
WFA
2140
Wellspring Financial Advisors
Ohio
– – -709 Closed
MAM
2141
Magellan Asset Management
Australia
– – -700 Closed
PFGIA
2142
Patriot Financial Group Insurance Agency
Massachusetts
– – -673 Closed
BHB
2143
Bank Hapoalim BM
Israel
– – -647 Closed
CWP
2144
Capital Wealth Planning
Florida
– – -628 Closed
PFT
2145
Providence First Trust
Arizona
– – -585 Closed
PCMH
2146
Polymer Capital Management (HK)
Hong Kong
– – -564 Closed
HOWA
2147
Heritage Oak Wealth Advisors
Florida
– – -561 Closed
BWA
2148
BlueChip Wealth Advisors
Georgia
– – -552 Closed
MF
2149
Magnetar Financial
Illinois
– – -537 Closed
CCG
2150
Cypress Capital Group
Florida
– – -535 Closed
84 85
86
87 88