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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
AF
1151
Aviso Financial
Ontario, Canada
$645K +$577K +1,449 New
SAM
1152
Secure Asset Management
Michigan
$644K +$576K +1,447 New
GFP
1153
Guardian Financial Partners
California
$641K
QWP
1154
Quotient Wealth Partners
Texas
$641K +$53K +133 +10%
TFGT
1155
TS Financial Group (TSFG)
Illinois
$636K
BMCM
1156
Bryn Mawr Capital Management
Pennsylvania
$635K +$20.7K +52 +4%
AA
1157
Advisory Alpha
Michigan
$630K +$151K +379 +37%
NAM
1158
NorthCrest Asset Manangement
Minnesota
$627K +$18.3K +46 +3%
EA
1159
Everpar Advisors
Oklahoma
$627K +$139K +348 +33%
MWM
1160
Moran Wealth Management
Florida
$626K +$146K +366 +35%
RCA
1161
Resonant Capital Advisors
Wisconsin
$626K -$37.8K -95 -6%
TWM
1162
Tradition Wealth Management
Minnesota
$625K -$40.6K -102 -7%
SIC
1163
SFE Investment Counsel
California
$625K -$2.39K -6 -0.4%
MIS
1164
Morningstar Investment Services
Illinois
$624K +$177K +445 +46%
BFO
1165
Biltmore Family Office
North Carolina
$621K -$25.1K -63 -4%
CP
1166
Covenant Partners
Tennessee
$621K
DCM
1167
DGS Capital Management
New Jersey
$619K +$46.2K +116 +9%
JFGIW
1168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$605K +$490K +1,230 +939%
PWP
1169
Private Wealth Partners
California
$605K +$37K +93 +7%
BLC
1170
Brown, Lisle/Cummings
Rhode Island
$603K +$251K +631 +87%
TCWA
1171
Turtle Creek Wealth Advisors
Texas
$602K +$47K +118 +10%
RMC
1172
Resources Management Corp
Connecticut
$601K
LAM
1173
L2 Asset Management
Massachusetts
$601K +$73.7K +185 +16%
BFC
1174
Blue Fin Capital
Rhode Island
$599K +$184K +462 +52%
KCM
1175
KRS Capital Management
Michigan
$598K +$41.8K +105 +8%

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.