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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
SA
976
SpiderRock Advisors
Delaware
$1.06M +$7.97K +20 +0.8%
KIA
977
KCM Investment Advisors
California
$1.06M -$17.9K -45 -2%
HIA
978
Harbor Investment Advisory
Maryland
$1.06M -$1.59K -4 -0.2%
RL
979
Retireful LLC
Michigan
$1.05M +$941K +2,362 New
CPIG
980
Chicago Partners Investment Group
Illinois
$1.05M -$50.6K -127 -5%
TIA
981
Tiemann Investment Advisors
California
$1.04M -$39.8K -100 -4%
UAG
982
United Advisor Group
Ohio
$1.04M -$56.6K -142 -6%
LGA
983
Lebenthal Global Advisors
New York
$1.04M +$23.1K +58 +3%
GL
984
Graypoint LLC
New York
$1.03M +$91.2K +229 +11%
BIG
985
Brooklyn Investment Group
New York
$1.03M
FPAS
986
Focus Partners Advisor Solutions
Missouri
$1.03M -$117K -294 -11%
MCM
987
Manchester Capital Management
Vermont
$1.03M
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$1.03M -$85.6K -215 -9%
CTC
989
Central Trust Company
Missouri
$1.03M -$11.9K -30 -1%
HI
990
Harrington Investments
California
$1.02M -$13.9K -35 -2%
GWMR
991
GC Wealth Management RIA
Massachusetts
$1.02M -$36.2K -91 -4%
CW
992
CreativeOne Wealth
Kansas
$1.01M -$16.3K -41 -2%
RIL
993
Rothschild Investment LLC
Illinois
$1.01M +$29.1K +73 +3%
ANTB
994
AMG National Trust Bank
Colorado
$1.01M +$133K +335 +17%
CWM
995
Chesapeake Wealth Management
Virginia
$1.01M +$3.98K +10 +0.4%
VEA
996
Virtus ETF Advisers
New York
$1M +$84K +211 +10%
AUB
997
Atlantic Union Bankshares
Virginia
$1,000K +$895K +2,247 New
LA
998
LBP AM
France
$999K -$17.5K -44 -2%
HBT
999
Heartland Bank & Trust
Illinois
$998K -$103K -259 -10%
SCI
1000
S&CO Inc
Massachusetts
$998K

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.