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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
SGCA
1276
Steel Grove Capital Advisors
Tennessee
$449K +$179K +450 +81%
PWG
1277
Portside Wealth Group
Utah
$449K +$43.8K +110 +12%
TCM
1278
Tufton Capital Management
Maryland
$448K -$3.98K -10 -1%
SFO
1279
Stokes Family Office
Louisiana
$448K +$16.3K +41 +4%
TLP
1280
Trinity Legacy Partners
Texas
$448K +$90.8K +228 +29%
HGA
1281
Hobbs Group Advisors
South Carolina
$446K +$399K +1,002 New
AA
1282
Alta Advisers
United Kingdom
$445K
LFM
1283
LGT Fund Management
Liechtenstein
$445K
NC
1284
nVerses Capital
Florida
$445K +$398K +1,000 New
FAFN
1285
First Affirmative Financial Network
Colorado
$443K +$10.4K +26 +3%
IIM
1286
Ipswich Investment Management
Massachusetts
$443K +$17.9K +45 +5%
AIA
1287
AIMZ Investment Advisors
California
$440K
MWM
1288
Merriman Wealth Management
Washington
$439K -$51K -128 -11%
CFD
1289
Creative Financial Designs
Indiana
$438K +$40.2K +101 +11%
MA
1290
MONECO Advisors
Connecticut
$438K -$10.8K -27 -3%
UF
1291
Univest Financial
Pennsylvania
$435K +$143K +358 +58%
GB
1292
Goepper Burkhardt
South Carolina
$432K
TSMHT
1293
Thurston Springer Miller Herd & Titak
Indiana
$432K +$387K +972 New
LA
1294
LexAurum Advisors
Kansas
$432K
AIM
1295
Acropolis Investment Management
Missouri
$431K
WA
1296
Wambolt & Associates
Colorado
$431K -$35.8K -90 -8%
PPWM
1297
Perissos Private Wealth Management
Oklahoma
$430K
BFG
1298
Beacon Financial Group
Texas
$430K +$20.7K +52 +6%
DS
1299
DRW Securities
Illinois
$428K +$383K +962 New
SN
1300
Sittner & Nelson
Oregon
$427K

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.