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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
LFA
1051
Legacy Financial Advisors
Kentucky
$879K +$40.2K +101 +5%
IA
1052
IFP Advisors
Florida
$876K +$122K +307 +18%
CGL
1053
Clarius Group LLC
Washington
$875K -$51.8K -130 -6%
JWM
1054
JGP Wealth Management
Oregon
$875K +$40.2K +101 +5%
PIA
1055
Perennial Investment Advisors
California
$874K +$47K +118 +6%
LJAC
1056
L.J. Altfest & Co
New York
$873K +$23.1K +58 +3%
BOM
1057
Bank of Marin
California
$871K -$37K -93 -5%
CT
1058
Caldwell Trust
Florida
$871K +$58.9K +148 +8%
WMP
1059
Wealth Management Partners
Arizona
$865K +$546K +1,371 +239%
FFM
1060
Forum Financial Management
Illinois
$859K -$2.39K -6 -0.3%
AFP
1061
Ausdal Financial Partners
Iowa
$858K +$3.98K +10 +0.5%
AAS
1062
Ameritas Advisory Services
Nebraska
$851K +$272K +684 +56%
DIA
1063
Dana Investment Advisors
Wisconsin
$847K +$35.8K +90 +5%
AWA
1064
Aaron Wealth Advisors
Illinois
$847K +$88K +221 +13%
MMG
1065
Monetary Management Group
Missouri
$843K
AWM
1066
Avior Wealth Management
Nebraska
$843K -$149K -374 -16%
MGIA
1067
Moneta Group Investment Advisors
Missouri
$834K +$482K +1,211 +182%
OWM
1068
OneAscent Wealth Management
Alabama
$829K -$16.7K -42 -2%
CI
1069
CX Institutional
Indiana
$821K -$5.97K -15 -0.8%
PP
1070
Patron Partners
Texas
$821K +$27.5K +69 +4%
PPC
1071
Park Place Capital
Alabama
$815K -$21.1K -53 -3%
PCG
1072
Prosperity Consulting Group
Maryland
$815K +$143K +359 +24%
LAM
1073
Lewis Asset Management
California
$812K +$23.9K +60 +3%
SQA
1074
Simon Quick Advisors
New Jersey
$810K +$69.7K +175 +11%
IWM
1075
IHT Wealth Management
Illinois
$807K +$84.4K +212 +13%

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.