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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
FUBT
876
First United Bank & Trust
Maryland
$1.59M +$27.9K +70 +2%
PFWA
877
Paces Ferry Wealth Advisors
Georgia
$1.58M -$6.37K -16 -0.4%
LIM
878
Leavell Investment Management
Alabama
$1.56M +$196K +492 +16%
MCP
879
Mirador Capital Partners
California
$1.55M -$99.6K -250 -7%
FI
880
Finivi Inc
Massachusetts
$1.54M +$38.6K +97 +3%
BP
881
Ballentine Partners
Massachusetts
$1.54M +$85.6K +215 +7%
PWP
882
Principle Wealth Partners
Connecticut
$1.53M +$14.3K +36 +1%
BFC
883
Bedel Financial Consulting
Indiana
$1.53M
AA
884
ALPS Advisors
Colorado
$1.53M -$155K -389 -10%
VVP
885
Venture Visionary Partners
Ohio
$1.51M +$95.6K +240 +8%
SP
886
SWS Partners
Ohio
$1.5M +$16.3K +41 +1%
FMB
887
Field & Main Bank
Kentucky
$1.5M +$45.8K +115 +4%
SWM
888
Sendero Wealth Management
Texas
$1.49M
BM
889
Brandywine Managers
Delaware
$1.48M
GM
890
GeoWealth Management
Illinois
$1.48M +$126K +317 +11%
TCA
891
Transcend Capital Advisors
New Jersey
$1.47M +$877K +2,201 +198%
AP
892
Americana Partners
Texas
$1.47M +$14.7K +37 +1%
PI
893
PFG Investments
New York
$1.47M +$206K +517 +19%
CA
894
Clearstead Advisors
Ohio
$1.47M +$869K +2,181 +195%
AAP
895
Arax Advisory Partners
Colorado
$1.44M +$157K +393 +14%
MCC
896
Money Concepts Capital
Florida
$1.44M +$57.4K +144 +5%
IA
897
Inspire Advisors
Idaho
$1.43M -$40.2K -101 -3%
MCCP
898
Mission Creek Capital Partners
California
$1.43M +$753K +1,891 +142%
GLR
899
Great Lakes Retirement
Ohio
$1.41M +$1.27M +3,180 New
CMI
900
Clare Market Investments
Texas
$1.41M +$452K +1,135 +56%

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.