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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
WC
851
Waterloo Capital
Texas
$1.71M +$822K +2,063 +116%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$98.4K +247 +7%
AWM
853
AE Wealth Management
Kansas
$1.7M +$300K +752 +24%
DA
854
Doliver Advisors
Texas
$1.69M -$14.7K -37 -1%
CM
855
Churchill Management
California
$1.66M -$178K -447 -11%
SC
856
Syon Capital
California
$1.66M +$44.6K +112 +3%
SC
857
Savant Capital
Illinois
$1.66M +$5.18K +13 +0.3%
AF
858
Alerus Financial
North Dakota
$1.66M -$14.3K -36 -1%
WP
859
Westmount Partners
California
$1.66M +$11.2K +28 +0.7%
IB
860
Iyo Bank
Japan
$1.66M
BTI
861
Blue Trust Inc
Georgia
$1.65M +$777K +1,951 +89%
ET
862
Equitable Trust
Tennessee
$1.64M +$152K +381 +12%
JPWM
863
Jamison Private Wealth Management
Georgia
$1.64M -$74.9K -188 -5%
CI
864
Cigna Investments
Connecticut
$1.64M -$9.96K -25 -0.7%
IAS
865
Insigneo Advisory Services
Florida
$1.63M +$183K +460 +14%
1WA
866
180 Wealth Advisors
Washington
$1.63M -$1.2K -3 -0.1%
CPC
867
Cookson Peirce & Co
Pennsylvania
$1.62M -$110K -275 -7%
GA
868
GraniteShares Advisors
New York
$1.62M +$43K +108 +3%
VFA
869
Valeo Financial Advisors
Indiana
$1.62M +$130K +326 +10%
SB
870
Strategic Blueprint
Georgia
$1.61M +$26.3K +66 +2%
WSFS
871
Wilmington Savings Fund Society
Delaware
$1.6M
Impax Asset Management Group
872
Impax Asset Management Group
United Kingdom
$1.6M +$320K +803 +29%
Wolverine Trading
873
Wolverine Trading
Illinois
$1.59M -$410K -1,029 -22%
KIA
874
Knollwood Investment Advisory
Maryland
$1.59M
GA
875
Geller Advisors
New York
$1.59M +$11.2K +28 +0.8%

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.