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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
FM
1576
Foster & Motley
Ohio
$207K +$186K +466 New
CAM
1577
Concorde Asset Management
Michigan
$207K -$172K -432 -48%
EAMA
1578
EFG Asset Management (Americas)
Florida
$207K -$71.3K -179 -28%
SAM
1579
S.A. Mason
Michigan
$207K
CWM
1580
Cherrydale Wealth Management
New Jersey
$207K +$185K +465 New
HWM
1581
Heirloom Wealth Management
Colorado
$206K +$185K +464 New
SEP
1582
Southland Equity Partners
Missouri
$206K +$185K +464 New
SC
1583
Seldon Capital
California
$206K +$184K +462 New
SIA
1584
Soltis Investment Advisors
Utah
$205K +$184K +461 New
KCM
1585
Kanawha Capital Management
Virginia
$204K +$183K +459 New
RTC
1586
Riverview Trust Company
Washington
$203K
RDFA
1587
Ritter Daniher Financial Advisory
Ohio
$202K
BCA
1588
Bay Colony Advisors
Massachusetts
$202K +$180K +453 New
CWM
1589
Centric Wealth Management
Illinois
$201K +$182K +456 New
BIM
1590
Breakwater Investment Management
Washington
$201K
ACM
1591
Ashford Capital Management
Delaware
$200K +$179K +450 New
CIP
1592
Convergence Investment Partners
Florida
$200K +$179K +450 New
WFG
1593
Wills Financial Group
Virginia
$200K +$179K +450 New
WCM
1594
Weik Capital Management
Pennsylvania
$200K +$179K +450 New
AA
1595
Addison Advisors
Vermont
$192K +$22.7K +57 +15%
TFF
1596
The Family Firm
Maryland
$190K +$170K +427 New
OWA
1597
Opal Wealth Advisors
New York
$187K +$168K +421 New
BCM
1598
Blume Capital Management
California
$185K -$9.96K -25 -6%
AGWCA
1599
Annis Gardner Whiting Capital Advisors
Florida
$182K +$398 +1 +0.2%
VCM
1600
Versant Capital Management
Arizona
$179K +$35.4K +89 +28%

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.