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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
HIC
1351
Holderness Investments Company
North Carolina
$374K
MFA
1352
Mayflower Financial Advisors
Massachusetts
$373K +$13.9K +35 +4%
FWM
1353
Finer Wealth Management
Massachusetts
$372K
VPP
1354
Vertex Planning Partners
Illinois
$364K +$4.38K +11 +1%
CIS
1355
Custom Index Systems
New York
$364K +$56.2K +141 +21%
JAM
1356
Jupiter Asset Management
United Kingdom
$364K +$326K +818 New
GIP
1357
Granite Investment Partners
California
$363K
PWA
1358
Physician Wealth Advisors
Utah
$361K -$9.96K -25 -3%
FWM
1359
FFT Wealth Management
Pennsylvania
$361K -$106K -266 -25%
WI
1360
WrapManager Inc
California
$361K +$24.3K +61 +8%
BC
1361
Bridgefront Capital
Texas
$360K +$323K +810 New
VFA
1362
Values First Advisors
Tennessee
$360K +$78.5K +197 +32%
FI
1363
Financial Insights
Washington
$359K
ACM
1364
Arcataur Capital Management
Wisconsin
$356K
OHWP
1365
Oak Harbor Wealth Partners
North Carolina
$356K
PMG
1366
ProVise Management Group
Florida
$356K
AL
1367
Arnhold LLC
New York
$356K
MWM
1368
Modern Wealth Management
Kansas
$355K +$11.6K +29 +4%
HFS
1369
Howard Financial Services
Texas
$355K -$21.5K -54 -6%
CP
1370
Canopy Partners
Ohio
$355K +$1.99K +5 +0.6%
RA
1371
Riversedge Advisors
Delaware
$355K +$5.18K +13 +2%
D
1372
Diversified
Delaware
$355K +$41K +103 +15%
SC
1373
Saiph Capital
New Jersey
$355K +$30.7K +77 +11%
SIMG
1374
Sonora Investment Management Group
Arizona
$349K
MC
1375
Middleton & Co
Massachusetts
$348K

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.