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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 %
SF
2151
Safeguard Financial
Wisconsin
– – -508 Closed
WA
2152
Wealth Architects
California
– – -464 Closed
CRI
2153
Colonial River Investments
Virginia
– – -440 Closed
IPAM
2154
Investment Partners Asset Management
New Jersey
– – -433 Closed
MPM
2155
Meritage Portfolio Management
Kansas
– – -427 Closed
CMF
2156
Counterpoint Mutual Funds
California
– – -408 Closed
CAM
2157
Clarity Asset Management
Iowa
– – -326 Closed
CCM
2158
CAAS Capital Management
New York
– – -300 Closed
HIIFS
2159
Harel Insurance Investments & Financial Services
Israel
– – -269 Closed
DCP
2160
DSM Capital Partners
Florida
– – -249 Closed
NS
2161
NBC Securities
Alabama
– – -201 Closed
PS
2162
Planned Solutions
California
– – -195 Closed
BWP
2163
Baldwin Wealth Partners
Massachusetts
– – -107 Closed
NC
2164
nVerses Capital
Florida
– – -100 Closed
CPA
2165
Capital Performance Advisors
California
– – -78 Closed
MWA
2166
MFA Wealth Advisors
Pennsylvania
– – -54 Closed
RWA
2167
Redmont Wealth Advisors
Illinois
– – -45 Closed
MFT
2168
Moisand Fitzgerald Tamayo
Florida
– – -33 Closed
FNWA
2169
Financial Network Wealth Advisors
Utah
– – -20 Closed
MIM
2170
Macroview Investment Management
Maryland
– – -16 Closed
DWS
2171
Dynamic Wealth Strategies
California
– – -15 Closed
CA
2172
Claris Advisors
Missouri
– – -9 Closed
TAM
2173
Tucker Asset Management
Colorado
– – -8 Closed
FAM
2174
Flaharty Asset Management
Florida
– – -6 Closed
VAMG
2175
Voisard Asset Management Group
Michigan
– – -6 Closed
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