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
PWMAG
1126
Pinnacle Wealth Management Advisory Group
New Jersey
$700K +$1.2K +3 +0.2%
JWCA
1127
J.W. Coons Advisors
Ohio
$698K +$23.9K +60 +4%
VCM
1128
Virtue Capital Management
Tennessee
$694K -$152K -381 -20%
Parnassus Investments
1129
Parnassus Investments
California
$694K +$198K +497 +47%
SAM
1130
Strategy Asset Managers
California
$692K -$285K -715 -26%
AWA
1131
Arkadios Wealth Advisors
Georgia
$686K -$1.2K -3 -0.2%
WPC
1132
Waters Parkerson & Co
Louisiana
$685K +$1.99K +5 +0.3%
IAN
1133
Integrated Advisors Network
Texas
$685K -$24.3K -61 -4%
SS
1134
Sunbelt Securities
Texas
$678K -$452K -1,134 -43%
RMDI
1135
R.M. Davis Inc
Maine
$677K -$17.1K -43 -3%
TPA
1136
Trivium Point Advisory
Connecticut
$677K +$143K +358 +31%
PP
1137
Pegasus Partners
Wisconsin
$675K +$123K +308 +25%
CSWM
1138
Cassady Schiller Wealth Management
Ohio
$674K
PFA
1139
Pure Financial Advisors
California
$670K +$13.9K +35 +2%
WA
1140
WBH Advisory
Maryland
$667K -$797 -2 -0.1%
NPF
1141
Norris Perne & French
Michigan
$664K +$20.3K +51 +4%
GWSG
1142
GPS Wealth Strategies Group
Colorado
$661K +$70.9K +178 +14%
CCFM
1143
Clear Creek Financial Management
Washington
$661K +$33.1K +83 +6%
CA
1144
Cambridge Advisors
Nebraska
$657K
HI
1145
Harbour Investments
Wisconsin
$655K +$18.7K +47 +3%
WIM
1146
WealthPlan Investment Management
Nebraska
$654K
FBB
1147
Fulton Breakefield Broenniman
Maryland
$649K -$74.9K -188 -11%
PCA
1148
Pallas Capital Advisors
Massachusetts
$647K +$7.17K +18 +1%
GFP
1149
Gryphon Financial Partners
Ohio
$645K -$104K -260 -15%
PCM
1150
Prelude Capital Management
New York
$645K -$486K -1,220 -46%

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.