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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
QWM
901
Quadcap Wealth Management
Texas
$1.41M -$36.2K -91 -3%
WWM
902
Western Wealth Management
Colorado
$1.41M +$42.6K +107 +3%
GC
903
Gilbert & Cook
Iowa
$1.41M -$121K -305 -9%
CRI
904
Colonial River Investments
Virginia
$1.41M +$104K +260 +9%
DWT
905
Dorsey & Whitney Trust
South Dakota
$1.4M -$61.7K -155 -5%
UB
906
Umpqua Bank
Oregon
$1.39M +$44.6K +112 +4%
AG
907
Ascent Group
Virginia
$1.38M -$186K -466 -13%
PIM
908
Penobscot Investment Management
Massachusetts
$1.38M +$264K +663 +27%
KA
909
Kintegral Advisory
New York
$1.37M +$1.23M +3,076 New
VSQM
910
V-Square Quantitative Management
Illinois
$1.35M -$311K -780 -20%
CCB
911
Country Club Bank
Missouri
$1.35M +$23.9K +60 +2%
KJHP
912
K.J. Harrison & Partners
Ontario, Canada
$1.35M +$398K +1,000 +49%
DWM
913
Diversify Wealth Management
Utah
$1.34M +$1.22M +3,063 New
JSC
914
Jackson Square Capital
California
$1.34M +$136K +341 +13%
LSA
915
Leonteq Securities AG
Switzerland
$1.34M +$120K +302 +11%
ATS
916
Ashton Thomas Securities
New York
$1.34M +$1.2M +3,021 New
AFG
917
Albion Financial Group
Utah
$1.33M
FHA
918
Flagship Harbor Advisors
Massachusetts
$1.33M +$17.5K +44 +1%
RMCM
919
Reynders McVeigh Capital Management
Massachusetts
$1.31M -$5.97K -15 -0.5%
LSAG
920
Lake Street Advisors Group
New Hampshire
$1.3M +$36.2K +91 +3%
IIL
921
Insight Inv LLC
California
$1.3M
BCWM
922
Bartlett & Co Wealth Management
Ohio
$1.3M -$34.7K -87 -3%
SYBT
923
Stock Yards Bank & Trust
Kentucky
$1.3M -$171K -430 -13%
CWM
924
Circle Wealth Management
New Jersey
$1.29M -$108K -270 -8%
IIC
925
Ironwood Investment Counsel
Arizona
$1.29M -$40.2K -101 -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.