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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
HAG
776
HighPoint Advisor Group
Illinois
$2.19M -$25.9K -65 -1%
SC
777
Scotia Capital
Ontario, Canada
$2.19M +$926K +2,324 +90%
Walleye Trading
778
Walleye Trading
New York
$2.18M -$11.5M -28,823 -85%
SFS
779
Stiles Financial Services
Minnesota
$2.17M -$1.2K -3 -0.1%
GLA
780
Good Life Advisors
Pennsylvania
$2.17M +$1.36M +3,409 +233%
VWM
781
Vivid Wealth Management
Iowa
$2.16M +$1.31M +3,283 +209%
SCA
782
Stonebridge Capital Advisors
Minnesota
$2.14M +$27.5K +69 +1%
PCM
783
Penserra Capital Management
California
$2.13M +$95.6K +240 +5%
HSA
784
HBK Sorce Advisory
Pennsylvania
$2.12M -$102K -257 -5%
EH
785
Equitable Holdings
New York
$2.11M +$122K +306 +7%
WPC
786
Wedmont Private Capital
Pennsylvania
$2.11M +$145K +365 +8%
RAM
787
Redmond Asset Management
Virginia
$2.11M +$1.99K +5 +0.1%
IWC
788
Integrated Wealth Concepts
Massachusetts
$2.1M +$5.18K +13 +0.3%
AWM
789
Angeles Wealth Management
California
$2.1M -$7.17K -18 -0.4%
PFS
790
Prospera Financial Services
Texas
$2.1M +$390K +979 +26%
STA
791
Summit Trail Advisors
New York
$2.1M +$60.5K +152 +3%
Nomura Holdings
792
Nomura Holdings
Japan
$2.09M -$9.48M -23,810 -83%
SDIC
793
South Dakota Investment Council
South Dakota
$2.07M -$2.39K -6 -0.1%
MCC
794
Malaga Cove Capital
California
$2.07M -$4.38K -11 -0.2%
EIA
795
Eastover Investment Advisors
North Carolina
$2.06M +$51.4K +129 +3%
ACM
796
Alamar Capital Management
California
$2.06M +$1.84M +4,625 New
LSPW
797
Lake Street Private Wealth
Illinois
$2.05M -$558K -1,400 -23%
RVPG
798
Relative Value Partners Group
$2.05M +$1.84M +4,609 New
CCM
799
Conway Capital Management
California
$2.03M -$19.9K -50 -1%
MFG
800
Merit Financial Group
Georgia
$2.03M +$54.6K +137 +3%

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.