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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
HWA
1251
HCR Wealth Advisors
California
$476K +$53K +133 +14%
VWA
1252
Visionary Wealth Advisors
Illinois
$476K +$23.9K +60 +6%
FFN
1253
Focus Financial Network
Minnesota
$475K -$291K -731 -40%
MPWT
1254
MassMutual Private Wealth & Trust
Connecticut
$471K +$51K +128 +14%
LSA
1255
Lion Street Advisors
Texas
$468K -$51.4K -129 -11%
CWM
1256
Connecticut Wealth Management
Connecticut
$467K -$17.9K -45 -4%
CA
1257
CoreCap Advisors
Michigan
$467K -$170K -426 -29%
CSIC
1258
Clifford Swan Investment Counsel
California
$467K
AI
1259
AXS Investments
New York
$467K -$159K -399 -28%
PNAA
1260
Pictet North America Advisors
Switzerland
$467K +$57.4K +144 +16%
FAG
1261
Fortitude Advisory Group
Washington
$464K +$74.9K +188 +22%
UWS
1262
Unique Wealth Strategies
Illinois
$463K
EIP
1263
Epoch Investment Partners
New York
$461K +$27.5K +69 +7%
EWA
1264
Encompass Wealth Advisors
Oregon
$461K
TSWM
1265
Triangle Securities Wealth Management
North Carolina
$458K
SAI
1266
Systematic Alpha Investments
New Jersey
$458K
LJHT
1267
Laurie J. Hall Trustee
$456K -$39.8K -100 -9%
DBRC
1268
D.B. Root & Company
Pennsylvania
$456K +$1.99K +5 +0.5%
AI
1269
Accredited Investors
Minnesota
$454K -$21.1K -53 -5%
KWM
1270
Kolinsky Wealth Management
New Jersey
$454K +$44.6K +112 +12%
SFA
1271
Souders Financial Advisors
Ohio
$452K +$6.37K +16 +2%
AB
1272
Atlas Brown
Kentucky
$450K +$122K +307 +44%
AIM
1273
Anchor Investment Management
South Carolina
$449K -$281K -705 -41%
PAM
1274
Palisade Asset Management
Minnesota
$449K
PPW
1275
Parcion Private Wealth
Washington
$449K +$1.99K +5 +0.5%

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.