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Intuitive Surgical

1,822 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 783 increasing their positions, 582 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 582

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

13% more capital invested

Capital invested by funds: $120B → $135B (+$15.8B)

5% more funds holding

Funds holding: 1,7431,822 (+79)

1.14% more ownership

Funds ownership: 84.7%85.84% (+1.1%)

7% more call options, than puts

Call options by funds: $1.08B | Put options by funds: $1B

Holders
1,822
Holders Change
+79
Holders Change %
+4.53%
% of All Funds
26.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.04%
New
182
Increased
783
Reduced
582
Closed
79
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
326
Azimuth Capital Investment Management
Michigan
$20.8M -$142K -357 -0.8%
PMAM
327
Picton Mahoney Asset Management
Ontario, Canada
$20.6M +$1.13M +2,839 +7%
IGAM
328
iA Global Asset Management
Quebec, Canada
$20.5M +$629K +1,580 +4%
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$20.5M -$782K -1,964 -4%
WI
330
Wintrust Investments
Illinois
$20.4M +$2.26M +5,669 +14%
IG
331
Ithaka Group
Virginia
$20.3M -$179K -449 -1%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$20.2M +$1.87M +4,694 +12%
GAM
333
Groupama Asset Management
France
$19.8M +$17.4M +43,661 +5,312%
SA
334
Sanctuary Advisors
Indiana
$19.4M +$20.6M +51,606 New
CWM
335
Congress Wealth Management
Massachusetts
$19.2M +$699K +1,754 +4%
TRCT
336
Tower Research Capital (TRC)
New York
$19.1M +$5.05M +12,674 +42%
AQR Capital Management
337
AQR Capital Management
Connecticut
$19M +$1.9M +4,775 +13%
BBVA
338
Banco Bilbao Vizcaya Argentaria
Spain
$18.8M -$11.8M -29,732 -41%
SLAM
339
Swiss Life Asset Management
$18.8M +$1.78M +4,464 +12%
FTM
340
First Turn Management
California
$18.6M +$16.7M +41,901 New
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$18.3M -$666K -1,671 -4%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$18.2M +$1.79M +4,488 +12%
CAM
343
Cresset Asset Management
Illinois
$18.2M +$539K +1,353 +3%
AI
344
Atria Investments
North Carolina
$18M +$722K +1,812 +5%
Wealthfront Advisers
345
Wealthfront Advisers
California
$18M +$223K +561 +1%
SC
346
Slow Capital
California
$18M +$151K +379 +0.9%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$17.9M +$1.21M +3,049 +8%
BFS
348
Bradley Foster & Sargent
Connecticut
$17.8M +$1.05M +2,627 +7%
FC
349
Forte Capital
New York
$17.8M -$421K -1,056 -3%
Focus Partners Wealth
350
Focus Partners Wealth
Massachusetts
$17.7M +$1.45M +3,650 +10%

ISRG Hedge Fund Activity: Q2 2024 in Review

1,822 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2024, worth a combined $135B — up 13% from $120B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new ISRG positions and 79 closed out — a net gain of 103 holders — while 783 added to existing stakes and 582 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $872M. The largest seller was Mirae Asset Global Investments, cutting an estimated $344M.

  • 1,822 institutional investors held Intuitive Surgical (ISRG) as of Q2 2024, up from 1,743 in Q1 2024.
  • Funds reported $135B of Intuitive Surgical stock for Q2 2024, up 13% quarter-over-quarter.
  • 182 funds opened new Intuitive Surgical positions in Q2 2024 and 79 closed out, a net change of +103 holders.
  • The largest Intuitive Surgical buyer in Q2 2024 was JP Morgan Chase, an estimated $872M added.
  • The largest Intuitive Surgical seller in Q2 2024 was Mirae Asset Global Investments, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2024.