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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
GWM
1226
Geneos Wealth Management
Colorado
$506K +$148K +372 +49%
SPC
1227
Spirepoint Private Client
Florida
$506K
BWA
1228
Bordeaux Wealth Advisors
California
$504K +$219K +550 +94%
GAA
1229
Green Alpha Advisors
Colorado
$503K -$58.5K -147 -12%
RWP
1230
Revolve Wealth Partners
New Jersey
$503K -$8.36K -21 -2%
VC
1231
Vicus Capital
Pennsylvania
$501K +$90K +226 +25%
DAM
1232
Draper Asset Management
New York
$500K -$3.19K -8 -0.7%
LWM
1233
LJI Wealth Management
Indiana
$500K
KFA
1234
Kapstone Financial Advisors
Ohio
$499K
WWM
1235
Wolff Wiese Magana
California
$496K +$7.57K +19 +2%
9WM
1236
9258 Wealth Management
Ohio
$496K +$65.7K +165 +17%
TW
1237
TrinityPoint Wealth
Connecticut
$495K -$45K -113 -9%
TPWA
1238
TRUE Private Wealth Advisors
Oregon
$492K -$797 -2 -0.2%
IP
1239
Investment Partners
Ohio
$490K -$11.9K -30 -3%
MSS
1240
Mitchell Sinkler & Starr
Pennsylvania
$489K -$16.3K -41 -3%
BWP
1241
BSW Wealth Partners
Colorado
$488K +$47.8K +120 +12%
ZIC
1242
ZWJ Investment Counsel
Georgia
$486K -$10.8K -27 -2%
FMN
1243
Financial Management Network
California
$486K
GDP
1244
Great Diamond Partners
Maine
$486K -$5.58K -14 -1%
FP
1245
Financial Perspectives
Minnesota
$485K
WPW
1246
Warther Private Wealth
Ohio
$484K +$434K +1,089 New
NGA
1247
Naples Global Advisors
Florida
$483K -$5.18K -13 -1%
TWM
1248
Trueblood Wealth Management
Ohio
$480K
SFS
1249
Sharp Financial Services
Pennsylvania
$478K
TWA
1250
TCI Wealth Advisors
Arizona
$476K +$1.2K +3 +0.3%

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.