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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
GSIAS
1301
Garden State Investment Advisory Services
New Jersey
$425K +$27.9K +70 +8%
SSWM
1302
Strait & Sound Wealth Management
California
$425K +$381K +956 New
NAS
1303
Nicolet Advisory Services
Wisconsin
$424K -$41.8K -105 -10%
BTWM
1304
Baker Tilly Wealth Management
Wisconsin
$423K -$222K -558 -37%
GSEP
1305
Golden State Equity Partners
California
$423K +$379K +952 New
NHT
1306
New Hampshire Trust
New Hampshire
$422K
WRM
1307
Weybosset Research & Management
Rhode Island
$421K +$377K +947 New
JSW
1308
Journey Strategic Wealth
New Jersey
$419K -$35.4K -89 -9%
MAG
1309
Mokosak Advisory Group
Iowa
$418K
CSI
1310
Cross Staff Investments
New York
$416K
UOTTAIMCU
1311
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$416K +$372K +935 New
WMA
1312
Wealth Management Associates
New Jersey
$414K
DP
1313
Dearborn Partners
Illinois
$412K +$14.3K +36 +4%
AW
1314
Avion Wealth
Texas
$412K +$3.19K +8 +0.9%
LCWP
1315
Legacy Capital Wealth Partners
Arkansas
$411K +$368K +923 New
FWP
1316
FAS Wealth Partners
Kansas
$410K +$16.3K +41 +5%
OL
1317
OneFund LLC
Florida
$409K +$2.39K +6 +0.7%
WMWM
1318
Whitaker-Myers Wealth Managers
Ohio
$407K +$21.5K +54 +6%
WAS
1319
WESPAC Advisors SoCal
California
$406K
VA
1320
Valmark Advisers
Ohio
$404K +$21.9K +55 +6%
PFG
1321
Prosperity Financial Group
California
$403K +$31.9K +80 +10%
FEG
1322
Financial Enhancement Group
Indiana
$403K +$356K +893 New
ATPW
1323
Ashton Thomas Private Wealth
Arizona
$402K -$144K -362 -29%
CA
1324
Claro Advisors
Massachusetts
$402K +$33.5K +84 +10%
GI
1325
GLOBALT Investments
Georgia
$400K

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.