We are live on ! Find out more
ISRG icon

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
AAF
1601
Andra AP-fonden
Sweden
$178K +$159K +400 New
BCP
1602
Blue Chip Partners
Michigan
$168K
ACM
1603
Adalta Capital Management
New York
$167K
CA
1604
Continuum Advisory
Idaho
$167K +$19.1K +48 +15%
CA
1605
Crewe Advisors
Utah
$165K -$12.7K -32 -8%
MS
1606
Mizuho Securities
Japan
$165K -$51.8K -130 -26%
RA
1607
Rise Advisors
New York
$161K -$797 -2 -0.5%
GEA
1608
Glen Eagle Advisors
New Jersey
$159K +$34.7K +87 +32%
HBW
1609
Hazlett, Burt & Watson
West Virginia
$154K +$67.7K +170 +99%
EFP
1610
EnRich Financial Partners
Wisconsin
$149K
CCA
1611
Catalyst Capital Advisors
New York
$147K -$1.59K -4 -1%
PMFA
1612
Plante Moran Financial Advisors
Michigan
$145K +$4.78K +12 +4%
FPFS
1613
First Personal Financial Services
North Carolina
$144K
MHR
1614
Matthew Hamilton Rosenberg
$144K -$6.37K -16 -5%
EWM
1615
Evermay Wealth Management
Virginia
$143K -$11.2K -28 -8%
AWM
1616
Atticus Wealth Management
Florida
$143K +$33.9K +85 +36%
WB
1617
Webster Bank
Connecticut
$143K +$59.7K +150 +88%
NRG
1618
Nemes Rush Group
Michigan
$141K -$1.2K -3 -0.9%
OP
1619
ORG Partners
Indiana
$138K +$122K +307 +3,411%
EC
1620
EdgeRock Capital
Colorado
$134K +$120K +302 New
RS
1621
Rakuten Securities
Japan
$132K -$16.3K -41 -12%
PWA
1622
Provenance Wealth Advisors
Florida
$130K
RCM
1623
Raleigh Capital Management
North Carolina
$126K +$27.1K +68 +31%
CAL
1624
Capital Analysts LLC
Pennsylvania
$121K +$3.98K +10 +4%
MCM
1625
MV Capital Management
Maryland
$120K +$5.18K +13 +5%

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.