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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
TIM
1626
Tortoise Investment Management
New York
$118K +$5.18K +13 +5%
CT
1627
Clearstead Trust
Maine
$116K
CFFP
1628
Center for Financial Planning
Michigan
$115K
BFPW
1629
BOK Financial Private Wealth
Colorado
$112K +$28.7K +72 +40%
RFA
1630
Register Financial Advisors
Georgia
$112K +$3.58K +9 +4%
DCP
1631
DSM Capital Partners
Florida
$111K
NSIM
1632
North Star Investment Management
Illinois
$110K
ANBT
1633
American National Bank & Trust
Texas
$109K +$12.3K +31 +14%
SOS
1634
Silver Oak Securities
Tennessee
$109K +$34.7K +87 +55%
FMII
1635
Farmers & Merchants Investments Inc
Nebraska
$105K -$797 -2 -0.8%
ADL
1636
Asset Dedication LLC
California
$103K +$70.1K +176 +320%
CSB
1637
City State Bank
Iowa
$101K +$11.9K +30 +15%
SNB
1638
Security National Bank
Nebraska
$100K -$11.9K -30 -12%
RWMG
1639
Redwood Wealth Management Group
New Jersey
$99.6K +$89.2K +224 New
BAM
1640
Byrne Asset Management
New Jersey
$94.4K -$1.99K -5 -2%
GTAM
1641
Global Trust Asset Management
Florida
$93.9K +$83.6K +210 +21,000%
RF
1642
Robinswood Financial
Washington
$89K +$79.7K +200 New
JSAM
1643
J. Safra Asset Management
New York
$88.1K +$78.9K +198 New
FGA
1644
Fortis Group Advisors
New Jersey
$85K +$5.18K +13 +7%
GG
1645
Gleason Group
Kentucky
$84.5K
NS
1646
NBC Securities
Alabama
$84K +$27.5K +69 +57%
OCM
1647
Osterweis Capital Management
California
$78.7K +$70.5K +177 New
CCM
1648
Chilton Capital Management
Texas
$77.8K +$3.98K +10 +6%
AP
1649
Atwood & Palmer
Missouri
$76.1K
BIA
1650
Bell Investment Advisors
California
$72.1K +$1.59K +4 +3%

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.