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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
GPA
1001
Guerra Pan Advisors
New Jersey
$998K +$413K +1,037 +86%
EB
1002
Eastern Bank
Massachusetts
$996K
WPWM
1003
Western Pacific Wealth Management
Illinois
$992K -$40.6K -102 -4%
BBHC
1004
Brown Brothers Harriman & Co
New York
$991K +$277K +695 +45%
LWMM
1005
Legacy Wealth Management (Mississippi)
Mississippi
$983K
IAIM
1006
International Assets Investment Management
Florida
$980K -$11.9K -30 -1%
B
1007
Bellecapital
Switzerland
$979K
ECM
1008
EagleClaw Capital Management
Massachusetts
$979K
1CP
1009
17 Capital Partners
Arizona
$972K +$39.8K +100 +5%
ZF
1010
Zega Financial
Florida
$972K +$138K +347 +19%
BWG
1011
Boomfish Wealth Group
Georgia
$968K -$43K -108 -5%
SIG
1012
Senator Investment Group
New York
$967K
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$957K -$15.9K -40 -2%
Kovitz Investment Group Partners
1014
Kovitz Investment Group Partners
Illinois
$954K +$549K +1,378 +180%
MIM
1015
Moseley Investment Management
Florida
$954K -$93.6K -235 -10%
AA
1016
Ancora Advisors
Ohio
$953K
FFS
1017
Founders Financial Securities
Maryland
$952K +$81.6K +205 +11%
EI
1018
Ellevest Inc
New York
$949K +$64.9K +163 +8%
HWM
1019
Hemington Wealth Management
Virginia
$947K -$195K -489 -19%
MG
1020
Mather Group
Illinois
$946K +$313K +787 +50%
AFT
1021
Alpha Family Trust
California
$945K
A
1022
Allianz
Germany
$939K -$2.34M -5,881 -74%
WFG
1023
Wormser Freres Gestion
France
$938K +$187K +470 +30%
RP
1024
Rowlandmiller & Partners
Georgia
$938K +$50.2K +126 +6%
FFA
1025
Farther Finance Advisors
California
$936K +$125K +315 +17%

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.