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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
ORI
626
Oak Ridge Investments
Illinois
$4.16M +$3.73M +9,362 New
BSW
627
Buckingham Strategic Wealth
Missouri
$4.14M +$64.9K +163 +2%
OHIS
628
Oak Harvest Investment Services
Texas
$4.14M +$652K +1,638 +21%
ECU
629
Eisler Capital (US)
New York
$4.13M +$3.7M +9,293 New
NIP
630
Nicholas Investment Partners
California
$4.12M +$3.69M +9,263 New
FRA
631
Frank Rimerman Advisors
California
$4.11M +$2.13M +5,359 +138%
AFC
632
AFT Forsyth & Company
Florida
$4.11M +$159K +400 +5%
WT
633
Whittier Trust
California
$4.1M +$22.7K +57 +0.6%
CCM
634
Coldstream Capital Management
Washington
$4.08M -$33.5K -84 -0.9%
BJL
635
Brighton Jones LLC
Washington
$4.07M -$62.1K -156 -2%
LTAS
636
Linden Thomas Advisory Services
North Carolina
$4.07M +$1.23M +3,079 +51%
AF
637
Allworth Financial
California
$4.04M +$64.5K +162 +2%
SAM
638
Sycomore Asset Management
France
$4.04M +$807K +2,027 +29%
JWBC
639
J.W. Burns & Co
New York
$4.02M +$680K +1,708 +23%
HI
640
Horizon Investments
North Carolina
$4.01M +$749K +1,881 +26%
WTC
641
WhitTier Trust Company
Nevada
$4.01M +$55.8K +140 +2%
SCA
642
Snowden Capital Advisors
New York
$3.99M -$955K -2,399 -21%
CHAM
643
Clear Harbor Asset Management
Connecticut
$3.99M +$1.87M +4,704 +110%
HPC
644
HM Payson & Co
Maine
$3.96M -$35.8K -90 -1%
SPC
645
Sigma Planning Corp
Michigan
$3.92M -$53K -133 -1%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.91M +$1.99K +5 +0.1%
OIAM
647
OFI Invest Asset Management
France
$3.91M +$3.14M +7,894 +521%
HWAM
648
Hennion & Walsh Asset Management
New Jersey
$3.9M +$390K +980 +13%
FCT
649
Family Capital Trust
Massachusetts
$3.89M -$249K -625 -7%
RA
650
Rockingstone Advisors
Massachusetts
$3.89M +$16.3K +41 +0.5%

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.