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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
GSWM
1451
Greenup Street Wealth Management
Michigan
$284K +$254K +638 New
NWM
1452
Napa Wealth Management
California
$281K -$5.97K -15 -2%
SP
1453
Successful Portfolios
Florida
$281K
TA
1454
TrueWealth Advisors
Alabama
$280K +$251K +630 New
CFG
1455
Cooper Financial Group
California
$280K +$21.1K +53 +9%
SCTC
1456
Sanibel Captiva Trust Company
Florida
$278K -$1.99K -5 -0.8%
SA
1457
Strategic Advisors
New York
$278K +$1.99K +5 +0.8%
AO
1458
Advisor OS
Illinois
$277K +$8.36K +21 +3%
PVI
1459
Pine Valley Investments
New Jersey
$277K -$79.7K -200 -24%
VNA
1460
Valley National Advisers
Pennsylvania
$276K +$56.2K +141 +29%
TSWM
1461
Tyler-Stone Wealth Management
Ohio
$276K
LTI
1462
Laffer Tengler Investments
Tennessee
$275K
AT
1463
Arden Trust
Delaware
$274K -$3.19K -8 -1%
MFA
1464
Morling Financial Advisors
California
$274K +$35K +88 +17%
SFCL
1465
Strengthening Families & Communities LLC
Massachusetts
$273K +$1.59K +4 +0.7%
EBA
1466
Eagle Bay Advisors
New York
$273K -$128K -321 -34%
FFA
1467
Fragasso Financial Advisors
Pennsylvania
$273K +$26.3K +66 +12%
AWE
1468
Avidian Wealth Enterprises
Texas
$273K +$244K +613 New
MBT
1469
Montecito Bank & Trust
California
$272K -$80.1K -201 -25%
FFA
1470
First Foundation Advisors
California
$272K -$40.2K -101 -14%
TC
1471
Trust Company
Kansas
$272K
TWP
1472
Triad Wealth Partners
Kansas
$271K +$243K +610 New
PDL
1473
Portfolio Design Labs
California
$270K -$546K -1,372 -69%
AT
1474
Avalon Trust
New Mexico
$269K -$39K -98 -14%
WP
1475
WealthPLAN Partners
Nebraska
$268K -$71.7K -180 -23%

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.