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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
KCM
676
Kornitzer Capital Management
Kansas
$3.39M +$24.7K +62 +0.8%
IFG
677
Independent Financial Group
California
$3.39M +$144K +361 +5%
SW
678
SteelPeak Wealth
California
$3.39M -$7.66M -19,239 -72%
PIM
679
Plato Investment Management
Australia
$3.36M
FBT
680
First Bank & Trust
South Dakota
$3.36M -$150K -377 -5%
WI
681
Wahed Invest
New York
$3.35M +$3M +7,538 New
FCH
682
Freestone Capital Holdings
Washington
$3.35M +$25.1K +63 +0.8%
CG
683
Caprock Group
Idaho
$3.34M +$821K +2,061 +38%
AHIA
684
Andrew Hill Investment Advisors
Florida
$3.34M +$362K +909 +14%
IB
685
Intrust Bank
Kansas
$3.34M +$49K +123 +2%
VA
686
Vident Advisory
Georgia
$3.32M +$122K +307 +4%
OAM
687
Ostrum Asset Management
France
$3.32M -$125K -313 -4%
MAS
688
Meeder Advisory Services
Ohio
$3.28M +$752K +1,889 +35%
PWM
689
Pinnacle Wealth Management
California
$3.26M -$75.3K -189 -3%
SFA
690
Sequoia Financial Advisors
Ohio
$3.25M +$166K +417 +6%
WSCM
691
Wellington Shields Capital Management
New York
$3.24M +$2.9M +7,275 New
WDA
692
Wendell David Associates
New Hampshire
$3.24M
S
693
SignatureFD
Georgia
$3.23M +$164K +413 +6%
FRA
694
Front Row Advisors
California
$3.22M -$334K -838 -10%
CCM
695
Connective Capital Management
California
$3.2M -$6.39M -16,041 -69%
HBT
696
Hills Bank & Trust
Iowa
$3.19M -$192K -481 -6%
PAM
697
Panagora Asset Management
Massachusetts
$3.16M -$1.2K -3 -0%
DWP
698
Daymark Wealth Partners
Ohio
$3.12M +$98K +246 +4%
CUAMC
699
China Universal Asset Management Company
China
$3.09M +$217K +544 +9%
SSI
700
Scott & Selber Inc
Texas
$3.08M +$41.8K +105 +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.