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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
O
601
Ossiam
France
$4.62M +$424K +1,065 +11%
AWM
602
Apollon Wealth Management
South Carolina
$4.59M +$125K +315 +3%
DAS
603
Dynamic Advisor Solutions
Arizona
$4.56M +$100K +252 +3%
WA
604
Waverly Advisors
Alabama
$4.51M +$3.02M +7,590 +297%
FHB
605
First Hawaiian Bank
Hawaii
$4.5M -$9.56K -24 -0.2%
RC
606
Roundview Capital
New Jersey
$4.46M +$11.6K +29 +0.3%
SA
607
Strategic Advocates
Utah
$4.45M +$73.3K +184 +2%
BWM
608
BNC Wealth Management
Oregon
$4.45M +$370K +930 +10%
IHAM
609
Integral Health Asset Management
New York
$4.45M -$15.9M -40,000 -80%
DRS
610
Deane Retirement Strategies
Louisiana
$4.43M +$398 +1 +0%
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$4.4M -$83.6K -210 -2%
OCM
612
Orion Capital Management
California
$4.37M -$39.8K -100 -1%
WF
613
Welch & Forbes
Massachusetts
$4.36M -$7.17K -18 -0.2%
IAA
614
Independent Advisor Alliance
North Carolina
$4.34M +$34.7K +87 +0.9%
WCM
615
Wisconsin Capital Management
Wisconsin
$4.33M +$801K +2,010 +26%
FT
616
Fiduciary Trust
Massachusetts
$4.31M +$56.2K +141 +1%
HCM
617
Hodges Capital Management
Texas
$4.31M -$338K -849 -8%
ATC
618
Argent Trust Co
Tennessee
$4.31M +$383K +962 +11%
VI
619
Vestcor Inc
New Brunswick, Canada
$4.3M +$1.26M +3,157 +48%
RJT
620
Raymond James Trust
Florida
$4.3M +$67.7K +170 +2%
NRS
621
Neville Rodie & Shaw
New York
$4.28M -$542K -1,361 -12%
Squarepoint
622
Squarepoint
New York
$4.28M -$15.5M -38,932 -80%
BIM
623
Baldwin Investment Management
Pennsylvania
$4.26M +$267K +671 +8%
TMAM
624
Tokio Marine Asset Management
Japan
$4.18M +$171K +430 +5%
AMCA
625
Arthur M. Cohen & Associates
Illinois
$4.17M +$70.5K +177 +2%

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.