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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
VF
1401
Vest Financial
Virginia
$328K -$12.7K -32 -4%
UIA
1402
Ulland Investment Advisors
Minnesota
$328K
VDI
1403
Vaughan David Investments
Illinois
$326K +$1.99K +5 +0.7%
WFI
1404
West Family Investments
California
$325K +$55.8K +140 +24%
IA
1405
IFG Advisory
Georgia
$324K +$290K +728 New
JWM
1406
Janiczek Wealth Management
Colorado
$323K +$7.57K +19 +3%
CIA
1407
Capital Investment Advisors
Georgia
$323K +$30.3K +76 +12%
SMWM
1408
Silvia McColl Wealth Management
California
$323K -$797 -2 -0.3%
TA
1409
TFG Advisers
Michigan
$319K +$28.7K +72 +11%
AF
1410
Advisornet Financial
Minnesota
$318K +$1.2K +3 +0.4%
PFGIA
1411
Patriot Financial Group Insurance Agency
Massachusetts
$318K -$7.57K -19 -3%
NHFG
1412
New Harbor Financial Group
Massachusetts
$317K +$284K +713 New
FFA
1413
Fortune Financial Advisors
Kansas
$316K
GC
1414
Gratus Capital
Georgia
$316K +$283K +710 New
SP
1415
Symmetry Partners
Connecticut
$315K -$114K -287 -29%
TAM
1416
Trillium Asset Management
Massachusetts
$315K
WWP
1417
WR Wealth Planners
Missouri
$315K +$22.3K +56 +9%
PFBT
1418
Parkside Financial Bank & Trust
Missouri
$312K +$1.99K +5 +0.7%
BWS
1419
Buck Wealth Strategies
Colorado
$311K +$279K +700 New
RPWA
1420
Regent Peak Wealth Advisors
Georgia
$310K +$7.57K +19 +3%
OWMIAS
1421
One Wealth Management Investment & Advisory Services
Florida
$310K +$9.16K +23 +3%
RSS
1422
Rosenblum Silverman Sutton
California
$309K
HI
1423
Hendershot Investments
Virginia
$308K +$8.36K +21 +3%
NFG
1424
Nations Financial Group
Iowa
$307K +$275K +691 New
CHP
1425
Cable Hill Partners
Oregon
$305K +$273K +686 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.