We are live on ! Find out more
ISRG icon

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
NB
1101
NBT Bank
New York
$748K +$5.58K +14 +0.8%
MMA
1102
Miracle Mile Advisors
California
$746K +$78.9K +198 +13%
EWM
1103
Empirical Wealth Management
Washington
$745K +$300K +754 +82%
TPI
1104
Trust Point Inc
Wisconsin
$744K -$54.6K -137 -8%
MAM
1105
Martingale Asset Management
Massachusetts
$743K -$669K -1,679 -50%
VFA
1106
Voya Financial Advisors
Connecticut
$739K -$69.3K -174 -9%
C
1107
Certuity
Florida
$736K -$20.3K -51 -3%
HT
1108
Heritage Trust
Oklahoma
$734K -$10.8K -27 -2%
PCM
1109
Parsons Capital Management
Rhode Island
$734K
TA
1110
TFB Advisors
Kansas
$729K +$102K +256 +19%
PCP
1111
Proficio Capital Partners
Massachusetts
$726K +$41.4K +104 +7%
RCM
1112
RB Capital Management
Nevada
$726K -$19.9K -50 -3%
BFIM
1113
Beese Fulmer Investment Management
Ohio
$721K +$24.7K +62 +4%
IEFM
1114
IQ EQ Fund Management
Ireland
$719K +$35.8K +90 +6%
ACP
1115
Aviance Capital Partners
Florida
$718K +$32.7K +82 +5%
FMP
1116
Financial Management Professionals
Texas
$718K +$99.2K +249 +18%
CT
1117
Chicago Trust
Illinois
$717K -$8.36K -21 -1%
MSFS
1118
Main Street Financial Solutions
Pennsylvania
$716K -$20.7K -52 -3%
First Manhattan
1119
First Manhattan
New York
$716K +$181K +455 +39%
PHIC
1120
Pine Haven Investment Counsel
Massachusetts
$716K -$6.37K -16 -1%
PWA
1121
Prairie Wealth Advisors
Nebraska
$714K -$49.8K -125 -7%
LC
1122
Lindbrook Capital
California
$707K +$56.6K +142 +10%
1W
1123
1776 Wealth
Georgia
$706K +$7.97K +20 +1%
CCA
1124
Childress Capital Advisors
Texas
$702K -$2.39K -6 -0.4%
SFI
1125
SPC Financial Inc
Maryland
$700K

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.