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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
CPIA
1201
Cornell Pochily Investment Advisors
New York
$540K +$213K +535 +79%
CAG
1202
Csenge Advisory Group
Florida
$540K -$5.97K -15 -1%
AC
1203
Allstate Corporation
Illinois
$540K -$5.18K -13 -1%
KAS
1204
KPP Advisory Services
Kentucky
$537K +$51K +128 +12%
TNA
1205
True North Advisors
Texas
$537K -$16.3K -41 -3%
PCI
1206
Planning Center Inc
Illinois
$534K
CWP
1207
Concord Wealth Partners
Virginia
$533K -$30.3K -76 -6%
ICP
1208
Interchange Capital Partners
Pennsylvania
$532K +$22.3K +56 +5%
WB
1209
WesBanco Bank
West Virginia
$531K +$3.58K +9 +0.8%
YC
1210
Yarbrough Capital
Tennessee
$529K
VC
1211
Veery Capital
Delaware
$529K +$1.59K +4 +0.3%
AFG
1212
Atomi Financial Group
New York
$527K +$127K +318 +37%
AA
1213
Apriem Advisors
California
$526K
KLCM
1214
KG&L Capital Management
Louisiana
$525K +$176K +441 +60%
IP
1215
Ignite Planners
California
$524K +$6.37K +16 +1%
CIM
1216
Contravisory Investment Management
Massachusetts
$522K +$30.7K +77 +7%
CMS
1217
Capital Market Strategies
Florida
$519K -$9.56K -24 -2%
MC
1218
Moors & Cabot
Massachusetts
$516K +$10.4K +26 +2%
EWA
1219
EverSource Wealth Advisors
Alabama
$514K +$112K +281 +32%
RPC
1220
Rossmore Private Capital
Connecticut
$513K +$5.58K +14 +1%
NL
1221
Navalign LLC
California
$512K -$79.7K -200 -15%
WANY
1222
Wealthspire Advisors (New York)
New York
$509K +$45K +113 +11%
CH
1223
Cromwell Holdings
Wyoming
$509K +$456K +1,144 New
HI
1224
Humankind Investments
New York
$508K +$78.5K +197 +21%
EWM
1225
Evercore Wealth Management
New York
$507K

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.