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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
PCMC
1651
Planning Capital Management Corporation
Pennsylvania
$71.2K
BCMLT
1652
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K
BC
1653
Barrett & Company
Rhode Island
$69.4K +$7.97K +20 +15%
ME
1654
McIlrath & Eck
Washington
$63.2K +$21.9K +55 +63%
JWA
1655
JFS Wealth Advisors
Pennsylvania
$62.7K -$33.5K -84 -37%
GKIM
1656
GW&K Investment Management
Massachusetts
$62K +$9.96K +25 +22%
HWA
1657
HHM Wealth Advisors
Tennessee
$61.8K
OA
1658
Operose Advisors
Wisconsin
$60.1K
SA
1659
SRH Advisors
Kansas
$60.1K
RFS
1660
Richardson Financial Services
Massachusetts
$60.1K +$7.97K +20 +17%
FA
1661
Financial Avengers
California
$57.8K
TWD
1662
True Wealth Design
Ohio
$57.8K +$398 +1 +0.8%
CHC
1663
City Holding Co
West Virginia
$56K
CWM
1664
Cranbrook Wealth Management
Michigan
$54.9K +$49K +123 New
GA
1665
GoalVest Advisory
New York
$54.7K -$4.38K -11 -8%
BBPWM
1666
Blue Bell Private Wealth Management
Pennsylvania
$54.3K +$398 +1 +0.8%
S
1667
Sachetta
Massachusetts
$54.1K +$12.3K +31 +33%
TFA
1668
Toth Financial Advisory
Virginia
$53.4K
PP
1669
PrairieView Partners
Minnesota
$53K -$23.9K -60 -33%
QL
1670
Quarry LP
New York
$51.2K +$26.3K +66 +135%
DMBA
1671
Deseret Mutual Benefit Administrators
Utah
$50.3K
NMM
1672
Naples Money Management
Florida
$48.9K
CYG
1673
Clean Yield Group
Vermont
$48K
IFAM
1674
Institutional & Family Asset Management
Colorado
$48K +$2.39K +6 +6%
CPG
1675
Cornerstone Planning Group
New Jersey
$47.7K +$398 +1 +0.9%

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.