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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
LG
1026
LaFleur & Godfrey
Michigan
$935K -$41.8K -105 -5%
AWP
1027
Atlas Wealth Partners
Pennsylvania
$934K
AFG
1028
Allegheny Financial Group
Pennsylvania
$928K +$2.39K +6 +0.3%
WA
1029
Wealth Architects
California
$925K +$6.77K +17 +0.8%
MC
1030
Martin Currie
United Kingdom
$922K -$406K -1,019 -33%
APP
1031
Avantax Planning Partners
Iowa
$919K +$114K +286 +16%
OFS
1032
OneAscent Financial Services
Alabama
$918K -$48.6K -122 -6%
CIM
1033
Chapman Investment Management
California
$915K +$819K +2,057 New
AWM
1034
Avitas Wealth Management
California
$911K -$49.4K -124 -6%
BFP
1035
Beacon Financial Planning
Massachusetts
$909K
HCMG
1036
Howard Capital Management Group
California
$904K -$41.4K -104 -5%
RIA
1037
Realta Investment Advisors
Delaware
$901K +$175K +439 +28%
MMM
1038
Mendel Money Management
Illinois
$899K +$5.97K +15 +0.7%
CB
1039
Centennial Bank
Arkansas
$895K -$2.79K -7 -0.3%
FIM
1040
Freedom Investment Management
Connecticut
$892K -$53.8K -135 -6%
USCWA
1041
U.S. Capital Wealth Advisors
Texas
$891K -$57K -143 -7%
TSS
1042
Two Sigma Securities
New York
$890K -$934K -2,346 -54%
AA
1043
AlphaCentric Advisors
Puerto Rico
$890K -$398K -1,000 -33%
PIMJS
1044
PKO Investment Management Joint-Stock
Poland
$890K -$398K -1,000 -33%
Two Sigma Investments
1045
Two Sigma Investments
New York
$890K -$1.2K -3 -0.1%
NI
1046
NCP Inc
California
$890K
CCAM
1047
Codex Capital Asset Management
Texas
$890K +$797K +2,000 New
HWA
1048
Heritage Wealth Advisors
Virginia
$886K
LCM
1049
Liberty Capital Management
Michigan
$885K +$129K +325 +20%
SWM
1050
SeaCrest Wealth Management
New York
$881K +$23.9K +60 +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.