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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
LWA
1326
Ledgewood Wealth Advisors
New Hampshire
$400K
NAMP
1327
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K
PI
1328
Parkside Investments
Illinois
$400K
VWM
1329
Vigilare Wealth Management
Arizona
$399K
APW
1330
Austin Private Wealth
Texas
$399K +$16.3K +41 +5%
LA
1331
Legacy Advisors
Pennsylvania
$396K -$99.2K -249 -22%
SW
1332
StrongBox Wealth
Missouri
$395K +$28.7K +72 +9%
FFG
1333
Fiduciary Financial Group
California
$394K +$358K +900 New
CG
1334
Clarus Group
Texas
$394K
JAG
1335
Journey Advisory Group
Kentucky
$393K +$40.2K +101 +13%
FMTC
1336
Farmers & Merchants Trust Company
California
$392K -$5.58K -14 -2%
TWM
1337
Thrive Wealth Management
Pennsylvania
$388K -$9.96K -25 -3%
VCP
1338
Verus Capital Partners
Arizona
$387K +$35.8K +90 +12%
GMA
1339
Glassy Mountain Advisors
Maryland
$386K
DFG
1340
Delta Financial Group
New Jersey
$386K +$8.36K +21 +2%
KA
1341
Kercheville Advisors
Texas
$385K +$83.6K +210 +32%
CA
1342
Callahan Advisors
Texas
$383K
BOS
1343
Bank of Stockton
California
$383K +$343K +860 New
MIM
1344
Morningstar Investment Management
Illinois
$380K
FWCM
1345
Ferguson Wellman Capital Management
Oregon
$378K
BHB
1346
Bank Hapoalim BM
Israel
$377K
KHCM
1347
Kirtland Hills Capital Management
Ohio
$376K +$3.58K +9 +1%
RSWM
1348
Robertson Stephens Wealth Management
California
$376K +$47.4K +119 +16%
IBOK
1349
Independence Bank of Kentucky
Kentucky
$376K
RFA
1350
Rollins Financial Advisors
New York
$375K

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.