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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
SRL
801
Scientech Research LLC
New Jersey
$2.02M +$1.21M +3,038 +202%
NP
802
NorthRock Partners
Minnesota
$2.01M +$101K +254 +6%
CB
803
CNB Bank
Pennsylvania
$2.01M -$16.7K -42 -0.9%
AC
804
Avestar Capital
New York
$2M +$283K +711 +19%
AIM
805
Alhambra Investment Management
Florida
$2M
CRC
806
Curi RMB Capital
Illinois
$1.99M +$28.7K +72 +2%
SIA
807
Schechter Investment Advisors
Michigan
$1.98M -$11.2K -28 -0.6%
ETCM
808
Evolutionary Tree Capital Management
Virginia
$1.98M +$1.77M +4,454 New
OLVIG
809
Oliver Lagore Vanvalin Investment Group
Michigan
$1.97M +$178K +446 +11%
IP
810
Intellectus Partners
California
$1.97M -$281K -705 -14%
TNAM
811
Terra Nova Asset Management
New York
$1.97M +$1.12M +2,819 +175%
Parallax Volatility Advisers
812
Parallax Volatility Advisers
California
$1.95M +$428K +1,074 +33%
ONB
813
Old National Bancorp
Indiana
$1.94M -$51K -128 -3%
HCM
814
Hollencrest Capital Management
California
$1.93M +$23.5K +59 +1%
ISL
815
Ingalls & Snyder LLC
New York
$1.93M +$232K +582 +16%
NCGI
816
Next Century Growth Investors
Minnesota
$1.93M -$5.18K -13 -0.3%
KWM
817
Kingsview Wealth Management
Oregon
$1.93M +$73.3K +184 +4%
SWM
818
Spire Wealth Management
Virginia
$1.92M -$411K -1,031 -19%
GCM
819
Geneva Capital Management
Wisconsin
$1.92M -$431K -1,082 -20%
CAG
820
Crestwood Advisors Group
Massachusetts
$1.91M -$5.97K -15 -0.3%
FTWA
821
Fifth Third Wealth Advisors
Ohio
$1.91M +$1.23M +3,089 +258%
BWP
822
Balboa Wealth Partners
Arizona
$1.88M -$454K -1,141 -21%
TPCW
823
TD Private Client Wealth
New York
$1.88M +$18.3K +46 +1%
GD
824
Grandfield & Dodd
New York
$1.88M
GAG
825
GM Advisory Group
New York
$1.87M +$56.2K +141 +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.