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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
QC
1176
Quent Capital
New York
$593K +$12.3K +31 +2%
PWM
1177
Prosperity Wealth Management
California
$592K +$530K +1,330 New
MA
1178
Mutual Advisors
Nebraska
$588K -$50.6K -127 -9%
LA
1179
LVW Advisors
New York
$587K +$47.4K +119 +10%
TFM
1180
TFC Financial Management
Massachusetts
$586K
LI
1181
LRI Investments
Florida
$582K +$492K +1,235 +1,669%
PCS
1182
Personal CFO Solutions
New Jersey
$582K -$20.7K -52 -4%
UWPG
1183
Ullmann Wealth Partners Group
Florida
$582K +$31.5K +79 +6%
ILI
1184
Invesco LLC (Illinois)
Illinois
$579K -$12.3K -31 -2%
GKWIM
1185
Gerber Kawasaki Wealth & Investment Management
California
$574K -$23.9K -60 -4%
PP
1186
PDS Planning
Ohio
$574K -$38.2K -96 -7%
TC
1187
Truvestments Capital
Florida
$573K +$99.2K +249 +24%
OC
1188
Oarsman Capital
Wisconsin
$570K -$14.3K -36 -3%
ASBI
1189
American State Bank (Iowa)
Iowa
$568K -$1.99K -5 -0.4%
MIC
1190
Maxi Investments CY
Cyprus
$566K +$197K +494 +63%
DWM
1191
Drive Wealth Management
Utah
$559K +$14.3K +36 +3%
KA
1192
Kovack Advisors
Florida
$557K -$26.7K -67 -5%
FDS
1193
First Dallas Securities
Texas
$556K
NG
1194
Norden Group
Utah
$552K +$113K +283 +30%
FBFS
1195
First Business Financial Services
Wisconsin
$551K -$398 -1 -0.1%
IAG
1196
Investmark Advisory Group
Connecticut
$548K
B
1197
Bailard
California
$547K +$98K +246 +25%
CCA
1198
Cobblestone Capital Advisors
New York
$545K +$59.7K +150 +14%
CIA
1199
Choate Investment Advisors
Massachusetts
$544K -$2.79K -7 -0.6%
CW
1200
Channel Wealth
California
$542K

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.