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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
FFA
1526
Fi3 Financial Advisors
Indiana
$233K -$44.6K -112 -18%
HWA
1527
Heartwood Wealth Advisors
Virginia
$233K +$209K +524 New
HFP
1528
Holistic Financial Partners
Indiana
$233K +$1.59K +4 +0.8%
MAWA
1529
Moss Adams Wealth Advisors
Washington
$232K +$208K +522 New
MCM
1530
Mengis Capital Management
Oregon
$232K +$208K +521 New
WBC
1531
West Branch Capital
Massachusetts
$231K
SMC
1532
Smith, Moore & Co
Missouri
$230K +$206K +516 New
PWLP
1533
Prio Wealth Limited Partnership
Massachusetts
$229K -$151K -379 -42%
CFS
1534
Commonwealth Financial Services
West Virginia
$228K +$205K +514 New
BIA
1535
Benchmark Investment Advisors
Illinois
$227K -$1.99K -5 -1%
WFMPM
1536
Woodley Farra Manion Portfolio Management
Indiana
$227K -$35.4K -89 -15%
CWM
1537
Cornerstone Wealth Management
Missouri
$227K
AWM
1538
Abound Wealth Management
Tennessee
$227K -$797 -2 -0.4%
WRPWM
1539
Werba Rubin Papier Wealth Management
California
$226K +$202K +508 New
VWM
1540
Venturi Wealth Management
Texas
$226K +$62.1K +156 +44%
AOWM
1541
Alpha Omega Wealth Management
Virginia
$225K -$3.98K -10 -2%
SFP
1542
Sweet Financial Partners
Minnesota
$225K
NW
1543
Naviter Wealth
Arkansas
$223K
DWM
1544
Darwin Wealth Management
Florida
$223K +$200K +502 New
SG
1545
StoneX Group
New York
$223K +$200K +502 New
CCWM
1546
Correct Capital Wealth Management
Missouri
$222K
ITIM
1547
Indiana Trust & Investment Management
Indiana
$222K +$9.96K +25 +5%
Dodge & Cox
1548
Dodge & Cox
California
$222K +$199K +500 New
FBT
1549
First Bankers Trust
Kentucky
$222K +$199K +500 New
PAM
1550
Paradigm Asset Management
New York
$222K +$199K +500 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.