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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
CWG
551
Cornerstone Wealth Group
North Carolina
$5.69M +$5.1M +12,798 New
FNT
552
First National Trust
Pennsylvania
$5.66M +$3.8M +9,544 +300%
SSB
553
Sandy Spring Bank
Maryland
$5.65M +$264K +664 +6%
CC
554
Cornerstone Capital
California
$5.65M -$43.8K -110 -0.9%
DADC
555
D.A. Davidson & Co
Montana
$5.63M -$114K -286 -2%
AWM
556
Axxcess Wealth Management
California
$5.58M +$798K +2,003 +19%
Verition Fund Management
557
Verition Fund Management
Connecticut
$5.52M -$337K -845 -6%
FTDI
558
First Trust Direct Indexing
Massachusetts
$5.52M +$848K +2,129 +21%
SPG
559
Strategic Planning Group
Utah
$5.48M +$458K +1,151 +10%
CA
560
Cornerstone Advisors
North Carolina
$5.47M
VIM
561
Vinva Investment Management
Australia
$5.42M -$433K -1,087 -8%
AWCI
562
Alpine Woods Capital Investors
New York
$5.37M +$200K +503 +4%
TFA
563
Transamerica Financial Advisors
Florida
$5.35M
BCM
564
Brookstone Capital Management
Illinois
$5.34M +$912K +2,289 +22%
RCW
565
Rheos Capital Works
Japan
$5.34M -$7.97M -20,000 -63%
AAM
566
Advisors Asset Management
Colorado
$5.33M +$1.83M +4,595 +62%
SPIA
567
Steward Partners Investment Advisory
New York
$5.3M +$556K +1,395 +13%
KOCAA
568
Knights of Columbus Asset Advisors
Connecticut
$5.3M +$916K +2,299 +24%
TIA
569
Tandem Investment Advisors
South Carolina
$5.3M +$49.4K +124 +1%
LT
570
Legacy Trust
Michigan
$5.28M -$146K -366 -3%
EF
571
Empirical Finance
Pennsylvania
$5.27M -$323K -811 -6%
A
572
AustralianSuper
Australia
$5.23M +$112K +282 +2%
1SB
573
1ST Source Bank
Indiana
$5.19M +$10.8K +27 +0.2%
PIA
574
Petredis Investment Advisors
Pennsylvania
$5.18M -$9.56K -24 -0.2%
SSA
575
Schonfeld Strategic Advisors
New York
$5.16M +$4.62M +11,600 New

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.