We are live on ! Find out more
ISRG icon

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
CPC
701
Consolidated Planning Corp
Georgia
$3.07M +$2.75M +6,901 New
HCA
702
Harbor Capital Advisors
Illinois
$3.02M +$3.58K +9 +0.1%
HWM
703
HB Wealth Management
Georgia
$3.01M +$315K +791 +13%
CFG
704
Citizens Financial Group
Rhode Island
$2.99M +$1.85M +4,639 +224%
MSK
705
Melissa S. Kampmann
$2.98M +$139K +349 +5%
CPBTD
706
Central Pacific Bank - Trust Division
Hawaii
$2.97M -$58.9K -148 -2%
NP
707
Nilsine Partners
Colorado
$2.91M +$17.9K +45 +0.7%
PA
708
PFG Advisors
Arizona
$2.88M -$15.5K -39 -0.6%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$2.87M +$135K +338 +6%
HA
710
Herold Advisors
New York
$2.87M -$597K -1,500 -19%
JSSH
711
J. Safra Sarasin Holding
$2.86M +$2.56M +6,438 New
CA
712
Cullinan Associates
Kentucky
$2.85M
FHA
713
First Horizon Advisors
Tennessee
$2.84M +$55.8K +140 +2%
EAM
714
Exome Asset Management
New York
$2.83M
CAAS
715
Capital Asset Advisory Services
Michigan
$2.82M +$133K +334 +6%
QIM
716
Quantitative Investment Management
Virginia
$2.82M +$2.53M +6,344 New
GIM
717
Goelzer Investment Management
Indiana
$2.79M +$29.9K +75 +1%
KWM
718
Keebeck Wealth Management
Illinois
$2.78M
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$2.78M -$36.6K -92 -1%
CCS
720
Concentric Capital Strategies
Connecticut
$2.78M +$292K +732 +13%
GCC
721
Guardian Capital (Canada)
Ontario, Canada
$2.75M +$1.76M +4,423 +251%
FFB
722
First Financial Bankshares
Texas
$2.73M +$32.3K +81 +1%
SF
723
Summit Financial
New Jersey
$2.7M +$976K +2,450 +68%
DAS
724
Diversify Advisory Services
Utah
$2.69M -$466K -1,169 -16%
LCM
725
Legato Capital Management
California
$2.68M -$424K -1,065 -15%

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.