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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
AW
751
Alaethes Wealth
Nevada
$2.42M +$16.3K +41 +0.8%
WCM
752
Whitener Capital Management
North Carolina
$2.42M +$13.9K +35 +0.6%
PWM
753
Perigon Wealth Management
California
$2.42M +$28.3K +71 +1%
SAM
754
Sectoral Asset Management
Quebec, Canada
$2.4M -$279K -700 -11%
AA
755
Altman Advisors
Illinois
$2.38M +$797 +2 +0%
DT
756
Diversified Trust
Tennessee
$2.37M -$501K -1,257 -19%
MUAMU
757
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.36M -$677K -1,700 -24%
RA
758
RiverPark Advisors
New York
$2.36M -$147K -368 -6%
EHC
759
Everett Harris & Co
California
$2.35M
AM
760
Account Management
Massachusetts
$2.35M +$2.1M +5,275 New
SP
761
Stablepoint Partners
Massachusetts
$2.33M +$58.1K +146 +3%
SCM
762
Suvretta Capital Management
New York
$2.31M
GIA
763
Gladstone Institutional Advisory
Florida
$2.3M +$168K +421 +9%
CWMGP
764
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.29M +$1.15M +2,892 +128%
TW
765
Transform Wealth
Colorado
$2.27M -$18.7K -47 -0.9%
IUHSA
766
Itau Unibanco Holding S.A.
Brazil
$2.27M +$2.03M +5,106 New
SWM
767
Segment Wealth Management
Texas
$2.27M +$64.5K +162 +3%
MGP
768
M&G plc
United Kingdom
$2.26M +$703K +1,766 +53%
RCM
769
Riverpark Capital Management
New York
$2.25M -$34.7K -87 -2%
TCOV
770
Trust Company of Vermont
Vermont
$2.25M +$163K +410 +9%
HH
771
Hilltop Holdings
Texas
$2.22M -$115K -289 -5%
CIA
772
Concurrent Investment Advisors
Florida
$2.21M +$864K +2,169 +77%
GJWM
773
Gilliland Jeter Wealth Management
Arkansas
$2.2M
CAM
774
Close Asset Management
United Kingdom
$2.2M +$416K +1,045 +27%
TYCC
775
Texas Yale Capital Corp
Florida
$2.19M

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.