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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
LOIM
1076
Liberty One Investment Management
Illinois
$805K -$54.6K -137 -7%
IWA
1077
Icon Wealth Advisors
Texas
$801K +$523K +1,312 +268%
NC
1078
Northcape Capital
Australia
$799K +$715K +1,795 New
AIA
1079
Alera Investment Advisors
Illinois
$796K -$532K -1,335 -43%
OCM
1080
One Capital Management
California
$790K +$707K +1,775 New
CA
1081
Commerzbank Aktiengesellschaft
Germany
$789K +$40.6K +102 +6%
NIA
1082
NIA Impact Advisors
California
$787K
EG
1083
Ellerson Group
Maryland
$787K
CFP
1084
Catalyst Financial Partners
Massachusetts
$786K +$30.7K +77 +5%
FAIM
1085
Financial Advocates Investment Management
Washington
$785K +$25.9K +65 +4%
WCM
1086
Weaver Capital Management
Georgia
$785K +$117K +295 +20%
JGGDR
1087
JGP Global Gestao de Recursos
Brazil
$785K -$8.36K -21 -1%
PNC
1088
Park National Corp
Ohio
$785K +$5.58K +14 +0.8%
MTIC
1089
Missouri Trust & Investment Company
Missouri
$781K
SMA
1090
Sage Mountain Advisors
Georgia
$781K +$154K +387 +28%
RCAG
1091
Rehmann Capital Advisory Group
Michigan
$778K -$1.2K -3 -0.2%
MWM
1092
Modera Wealth Management
New Jersey
$768K -$5.18K -13 -0.7%
EFS
1093
Essex Financial Services
Connecticut
$767K +$18.7K +47 +3%
Empower Advisory Group
1094
Empower Advisory Group
Colorado
$762K +$15.1K +38 +2%
JGC
1095
J. Goldman & Co
New York
$761K -$1.26M -3,156 -65%
VCA
1096
Verdence Capital Advisors
Maryland
$758K -$139K -348 -17%
ECA
1097
Elevated Capital Advisors
Utah
$756K +$57.4K +144 +9%
IIM
1098
InTrack Investment Management
Vermont
$756K +$677K +1,700 New
ATFA
1099
All Terrain Financial Advisors
Minnesota
$756K
RWPA
1100
Richard W. Paul & Associates
Michigan
$749K +$27.1K +68 +4%

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.