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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
CAM
726
Claret Asset Management
Quebec, Canada
$2.68M -$92.4K -232 -4%
PA
727
Procyon Advisors
Connecticut
$2.67M +$170K +428 +8%
GS
728
GTS Securities
New York
$2.67M +$2.39M +5,998 New
LWAM
729
Legacy Wealth Asset Management
Minnesota
$2.66M -$89.6K -225 -4%
BFG
730
Berger Financial Group
Minnesota
$2.65M -$15.9K -40 -0.7%
SWA
731
Stratos Wealth Advisors
Ohio
$2.64M +$58.5K +147 +3%
GITFIT
732
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.62M -$199K -500 -8%
IAS
733
IMA Advisory Services
Colorado
$2.6M +$41K +103 +2%
MNBTD
734
Moody National Bank Trust Division
Texas
$2.57M +$35K +88 +2%
BC
735
Broadwater Capital
Massachusetts
$2.57M
MYLI
736
Meiji Yasuda Life Insurance
Japan
$2.56M +$3.98K +10 +0.2%
PCIA
737
Prime Capital Investment Advisors
Kansas
$2.56M -$157K -394 -6%
TVWM
738
Tower View Wealth Management
Wisconsin
$2.56M -$2.79K -7 -0.1%
RWB
739
RMR Wealth Builders
New Jersey
$2.54M +$233K +585 +11%
BRWA
740
B. Riley Wealth Advisors
Florida
$2.52M -$715K -1,796 -24%
FWP
741
Falcon Wealth Planning
California
$2.52M -$203K -510 -8%
Luther King Capital Management (LKCM)
742
Luther King Capital Management (LKCM)
Texas
$2.52M +$45.4K +114 +2%
CCP
743
Clarity Capital Partners
California
$2.52M +$319K +800 +16%
SM
744
STF Management
Texas
$2.49M -$106K -267 -5%
HT
745
Headlands Technologies
Illinois
$2.48M +$86K +216 +4%
QCG
746
Quadrant Capital Group
Ohio
$2.46M +$69.7K +175 +3%
AWM
747
Accurate Wealth Management
Florida
$2.45M +$153K +384 +7%
BEI
748
Benjamin Edwards Inc
Missouri
$2.44M +$1.06M +2,649 +93%
CPA
749
Court Place Advisors
Maryland
$2.43M +$143K +360 +7%
HHGA
750
Halbert Hargrove Global Advisors
California
$2.42M -$159K -400 -7%

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.