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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
CI
951
Conning Inc
Connecticut
$1.14M +$28.3K +71 +3%
LFDLE
952
La Financiere de L'Echiquier
France
$1.13M +$41.4K +104 +4%
SF
953
Synovus Financial
Georgia
$1.13M +$74.9K +188 +8%
FCG
954
Fielder Capital Group
Tennessee
$1.13M +$17.1K +43 +2%
BCM
955
BTC Capital Management
Iowa
$1.13M +$120K +302 +14%
BTWM
956
Brass Tax Wealth Management
Ohio
$1.11M -$15.5K -39 -2%
AA
957
AlphaQ Advisors
Florida
$1.11M -$115K -289 -10%
CCG
958
Catalina Capital Group
California
$1.11M +$40.2K +101 +4%
SRC
959
Stone Run Capital
New York
$1.11M
HFA
960
Harbert Fund Advisors
Alabama
$1.11M +$996K +2,500 New
PA
961
Pinnacle Associates
New York
$1.11M -$14.7K -37 -1%
CCP
962
Clarkston Capital Partners
Michigan
$1.1M
GVAG
963
Great Valley Advisor Group
Delaware
$1.1M +$75.3K +189 +8%
AM
964
Atwater Malick
Pennsylvania
$1.1M
FCP
965
Fidelis Capital Partners
Florida
$1.1M +$49K +123 +5%
TIAA Trust, National Association
966
TIAA Trust, National Association
North Carolina
$1.09M -$107K -268 -10%
WPW
967
Waldron Private Wealth
Pennsylvania
$1.09M +$94.8K +238 +11%
GWANC
968
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M +$163K +409 +20%
EAM
969
Empirical Asset Management
Massachusetts
$1.08M +$5.83M +14,643 +664%
TTWM
970
TCV Trust & Wealth Management
Virginia
$1.08M
UFF
971
USA Financial Formulas
Michigan
$1.07M +$69.7K +175 +8%
UAS
972
United Asset Strategies
New York
$1.07M +$958K +2,405 New
1IA
973
1834 Investment Advisors
Wisconsin
$1.07M -$71.7K -180 -7%
NL
974
NVWM LLC
Pennsylvania
$1.06M -$5.58K -14 -0.6%
SAM
975
Smartleaf Asset Management
Massachusetts
$1.06M +$163K +409 +21%

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.