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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
CCA
926
Checchi Capital Advisers
California
$1.29M +$398 +1 +0%
FB
927
Fulton Bank
Pennsylvania
$1.27M +$132K +331 +13%
PFG
928
PAX Financial Group
Texas
$1.25M -$436K -1,095 -28%
SVWAG
929
Sound View Wealth Advisors Group
Georgia
$1.25M -$12.7K -32 -1%
WA
930
Wealth Alliance
New York
$1.24M +$29.5K +74 +3%
PWPS
931
Pinnacle Wealth Planning Services
Ohio
$1.24M +$18.3K +46 +2%
PPWP
932
Premier Path Wealth Partners
New Jersey
$1.24M +$29.1K +73 +3%
VNIM
933
Vaughan Nelson Investment Management
Texas
$1.23M -$593K -1,490 -35%
JWCA
934
J.W. Cole Advisors
Florida
$1.23M +$299K +750 +37%
IFWM
935
Institute for Wealth Management
Colorado
$1.22M +$58.1K +146 +6%
SIM
936
Sentry Investment Management
Wisconsin
$1.22M -$224K -562 -17%
TAA
937
TB Alternative Assets
Cayman Islands
$1.21M +$1.08M +2,720 New
ACM
938
Advisors Capital Management
New Jersey
$1.21M +$548K +1,377 +103%
SIG
939
Stonegate Investment Group
Alabama
$1.2M +$110K +275 +11%
BAM
940
Belpointe Asset Management
Nevada
$1.2M +$60.9K +153 +6%
FFA
941
Fairfield Financial Advisors
Massachusetts
$1.19M +$1.07M +2,682 New
EFG
942
Everhart Financial Group
Ohio
$1.19M +$148K +372 +16%
CF
943
Centaurus Financial
California
$1.19M -$12.3K -31 -1%
MW
944
Marcum Wealth
Ohio
$1.18M +$17.5K +44 +2%
WH
945
Wallace Hart
Kentucky
$1.17M -$3.58K -9 -0.3%
DWA
946
Douglass Winthrop Advisors
New York
$1.17M -$4.38K -11 -0.4%
DI
947
Diligent Investors
California
$1.16M -$49.8K -125 -5%
JIC
948
Joel Isaacson & Co
New York
$1.15M +$32.3K +81 +3%
MPPLM
949
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$112K +282 +12%
SPWM
950
Schrum Private Wealth Management
Florida
$1.14M

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.