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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
JMFC
1501
J.M. Forbes & Co
Massachusetts
$247K
SLC
1502
Second Line Capital
Louisiana
$246K -$12.3K -31 -5%
AT
1503
Arlington Trust
Alabama
$246K +$39.8K +100 +22%
MWA
1504
Midland Wealth Advisors
Illinois
$246K +$221K +554 New
RP
1505
Rice Partnership
Hawaii
$246K +$3.98K +10 +2%
FAT
1506
First American Trust
California
$245K +$7.17K +18 +3%
IF
1507
Intrua Financial
Texas
$244K +$219K +549 New
ESB
1508
Essex Savings Bank
Connecticut
$244K +$219K +549 New
CFO
1509
CVA Family Office
Colorado
$244K +$14.7K +37 +7%
BWA
1510
BlueChip Wealth Advisors
Georgia
$244K +$218K +548 New
NWM
1511
Northwest Wealth Management
Iowa
$242K +$1.59K +4 +0.7%
FIA
1512
Foundations Investment Advisors
Arizona
$242K -$8.76K -22 -4%
PB
1513
Pinnacle Bancorp
Nebraska
$242K
WKWM
1514
Walter & Keenan Wealth Management
Indiana
$242K
WWS
1515
Wellington Wealth Strategies
Indiana
$241K +$215K +541 New
LC
1516
Lavaca Capital
Texas
$240K
SG
1517
Somerset Group
Minnesota
$240K
JCM
1518
Jacobsen Capital Management
Utah
$238K +$12.7K +32 +6%
DIP
1519
Davis Investment Partners
North Carolina
$238K +$213K +535 New
SWM
1520
Sugarloaf Wealth Management
Georgia
$238K
HPM
1521
Hoxton Planning & Management
West Virginia
$238K +$9.96K +25 +5%
BFA
1522
Beaumont Financial Advisors
Massachusetts
$237K +$212K +532 New
EWA
1523
Exencial Wealth Advisors
Oklahoma
$234K -$2.79K -7 -1%
CCG
1524
Cypress Capital Group
Florida
$234K -$210K -528 -50%
SI
1525
Seeds Investor
New York
$234K +$209K +526 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.