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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
KA
1426
Klingman & Associates
New York
$303K +$68.9K +173 +34%
CWC
1427
Carolinas Wealth Consulting
North Carolina
$301K +$5.18K +13 +2%
BB
1428
Burford Brothers
Texas
$301K -$398 -1 -0.1%
VCM
1429
Viewpoint Capital Management
Washington
$300K
BWM
1430
Baron Wealth Management
Michigan
$300K +$2.39K +6 +0.9%
TCWM
1431
Total Clarity Wealth Management
Illinois
$299K +$7.97K +20 +3%
KIG
1432
Kowal Investment Group
Wisconsin
$299K +$268K +673 New
DF
1433
Dunhill Financial
United Kingdom
$298K +$245K +615 +1,139%
DAC
1434
Dividend Assets Capital
South Carolina
$297K
SHWM
1435
Smith & Howard Wealth Management
Georgia
$297K
WP
1436
WMS Partners
Maryland
$296K -$14.3K -36 -5%
CC
1437
Callan Capital
California
$294K +$28.3K +71 +12%
GBT
1438
Grove Bank & Trust
Florida
$294K
BBNA
1439
Bremer Bank National Association
Minnesota
$294K +$7.57K +19 +3%
KC
1440
Kades & Cheifetz
Pennsylvania
$294K -$3.58K -9 -1%
SWC
1441
Spectrum Wealth Counsel
Indiana
$291K -$66.1K -166 -20%
SMA
1442
Seven Mile Advisory
New Jersey
$290K +$16.3K +41 +7%
TW
1443
Traveka Wealth
California
$288K +$13.9K +35 +6%
VT
1444
Vise Technologies
New York
$286K +$47K +118 +22%
NWWA
1445
New Wave Wealth Advisors
Arkansas
$286K +$256K +642 New
Koshinski Asset Management
1446
Koshinski Asset Management
Illinois
$285K +$1.59M +3,993 New
SIMG
1447
Stephens Investment Management Group
Texas
$285K +$7.97K +20 +3%
LS
1448
Livforsakringsbolaget Skandia
Sweden
$285K -$677K -1,700 -73%
SIG
1449
Spinnaker Investment Group
California
$285K +$5.97K +15 +2%
HTHT
1450
Hemenway Trust Hemenway Trust
New Hampshire
$284K -$1.99K -5 -0.8%

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.