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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
NL
651
NWAM LLC
Washington
$3.88M -$501K -1,257 -13%
WBC
652
Westpac Banking Corp
Australia
$3.86M +$325K +816 +10%
CCM
653
Canal Capital Management
Virginia
$3.83M +$29.1K +73 +0.9%
TWM
654
TriaGen Wealth Management
California
$3.78M +$3.39M +8,502 New
TFS
655
Thoroughbred Financial Services
Tennessee
$3.77M +$953K +2,394 +39%
CK
656
Cohen Klingenstein
New York
$3.76M
SI
657
Stephens Inc
Arkansas
$3.71M +$113K +284 +4%
PSB
658
Passumpsic Savings Bank
Vermont
$3.65M -$48.2K -121 -1%
VAS
659
Vestmark Advisory Solutions
Massachusetts
$3.65M +$65.3K +164 +2%
CLOS
660
Compagnie Lombard Odier SCmA
Switzerland
$3.64M
RFN
661
RDA Financial Network
Iowa
$3.63M +$72.9K +183 +2%
EWM
662
Elevatus Welath Management
New York
$3.6M +$3.22M +8,082 New
BG
663
BDF Gestion
France
$3.57M +$3.2M +8,024 New
RWP
664
RWA Wealth Partners
Massachusetts
$3.56M +$62.9K +158 +2%
JIP
665
Jaffetilchin Investment Partners
Florida
$3.55M -$72.9K -183 -2%
OAM
666
Oak Asset Management
California
$3.55M -$39.8K -100 -1%
PS
667
Principal Securities
Iowa
$3.53M +$393K +986 +14%
HI
668
HBK Investments
Texas
$3.5M +$2.86M +7,188 +1,042%
GP
669
Girard Partners
Pennsylvania
$3.5M -$20.7K -52 -0.7%
BCV
670
Banque Cantonale Vaudoise
Switzerland
$3.49M -$991K -2,489 -24%
WR
671
WD Rutherford
Oregon
$3.49M -$106K -265 -3%
EF
672
Empowered Funds
Pennsylvania
$3.48M +$294K +739 +10%
TC
673
TownSquare Capital
Utah
$3.48M +$557K +1,398 +22%
CWP
674
Cyndeo Wealth Partners
Florida
$3.48M +$110K +276 +4%
BPA
675
Beacon Pointe Advisors
California
$3.45M -$292K -733 -9%

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.