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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
NRC
1476
New Republic Capital
North Carolina
$268K +$240K +602 New
SIG
1477
Sargent Investment Group
Maryland
$267K +$239K +601 New
AHC
1478
Adell Harriman & Carpenter
Texas
$267K -$19.9K -50 -8%
SCA
1479
Southern Capital Advisors
Tennessee
$267K -$5.18K -13 -2%
VFG
1480
V2 Financial group
Illinois
$266K
WPA
1481
West Paces Advisors
Georgia
$265K
PCM
1482
Permanent Capital Management
Illinois
$264K +$194K +486 New
A
1483
AJOVista
Massachusetts
$264K
FA
1484
FDx Advisors
Illinois
$263K -$407K -1,021 -63%
C
1485
Covestor
United Kingdom
$263K -$398 -1 -0.2%
WC
1486
Whitney & Co
New York
$263K
LIM
1487
Letson Investment Management
Georgia
$262K
BEW
1488
Burton Enright Welch
California
$261K
ST
1489
Smithfield Trust
Pennsylvania
$261K -$3.58K -9 -2%
AT
1490
Arvest Trust
Oklahoma
$260K -$30.3K -76 -12%
GFA
1491
Gallagher Fiduciary Advisors
Illinois
$260K +$233K +584 New
T
1492
TOBAM
France
$258K -$533K -1,339 -70%
MFIM
1493
Mesirow Financial Investment Management
Illinois
$258K -$7.97K -20 -3%
SCM
1494
Schnieders Capital Management
California
$258K
OL
1495
Optas LLC
Texas
$255K +$8.76K +22 +4%
FTIS
1496
First Trust Investment Solutions
Florida
$255K -$51K -128 -18%
RA
1497
Riverstone Advisors
Texas
$254K
AG
1498
AlTi Global
New York
$251K -$110K -276 -33%
NCFG
1499
New Century Financial Group
New Jersey
$251K +$225K +565 New
VC
1500
Veracity Capital
Georgia
$250K -$19.1K -48 -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.