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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
BBA
1376
BLB&B Advisors
Pennsylvania
$348K +$69.3K +174 +29%
SCP
1377
Sivia Capital Partners
California
$347K +$17.9K +45 +6%
LFAS
1378
Level Four Advisory Services
Texas
$346K -$114K -286 -27%
MFG
1379
MidWestOne Financial Group
Iowa
$346K +$15.9K +40 +5%
HKIMG
1380
Hutchens & Kramer Investment Management Group
Indiana
$345K -$5.58K -14 -2%
CWS
1381
Confluence Wealth Services
Pennsylvania
$344K +$43K +108 +16%
ACM
1382
Advance Capital Management
Michigan
$342K +$11.6K +29 +4%
MAM
1383
Magellan Asset Management
Australia
$340K +$50.6K +127 +20%
GGA
1384
Granite Group Advisors
Connecticut
$339K -$520K -1,305 -63%
CSPIA
1385
Cary Street Partners Investment Advisory
Virginia
$338K -$27.9K -70 -8%
PPWM
1386
Paragon Private Wealth Management
Kentucky
$338K +$302K +759 New
CNBT
1387
Canandaigua National Bank & Trust
New York
$337K -$27.5K -69 -8%
SWP
1388
Semus Wealth Partners
Florida
$337K -$3.58K -9 -1%
UCMOK
1389
United Capital Management of KS
Kansas
$337K
SF
1390
SWP Financial
California
$336K
GIA
1391
Guyasuta Investment Advisors
Pennsylvania
$334K
AGP
1392
Autumn Glory Partners
Texas
$334K
MAG
1393
MRA Advisory Group
New Jersey
$331K -$377K -947 -56%
ECG
1394
Edge Capital Group
Georgia
$331K +$17.5K +44 +6%
MCWS
1395
McKinley Carter Wealth Services
West Virginia
$331K +$4.38K +11 +2%
SSWM
1396
Smith Salley Wealth Management
North Carolina
$330K
FCM
1397
Fourpath Capital Management
Oklahoma
$330K +$27.1K +68 +10%
MFG
1398
Magnus Financial Group
New York
$330K -$1.99K -5 -0.7%
DWM
1399
Destination Wealth Management
California
$329K +$2.39K +6 +0.8%
FC
1400
Fairscale Capital
New Hampshire
$329K +$299K +751 New

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.