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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
HGERS
1676
Householder Group Estate & Retirement Specialist
Arizona
$45K +$7.57K +19 +23%
CT
1677
Colonial Trust
South Carolina
$44.6K +$37.8K +95 +1,900%
MCA
1678
Maryland Capital Advisors
Maryland
$44.5K
NC
1679
NewSquare Capital
Pennsylvania
$44.5K +$39.8K +100 New
CJ
1680
Caitlin John
Michigan
$43.6K +$4.78K +12 +14%
MAM
1681
Meeder Asset Management
Ohio
$42.7K -$296K -743 -89%
CAL
1682
Capital Advisors Ltd
Ohio
$42K -$797 -2 -2%
RFG
1683
RFP Financial Group
Georgia
$41.8K
MA
1684
MCF Advisors
Kentucky
$40.9K +$4.78K +12 +15%
MIA
1685
MeadowBrook Investment Advisors
Michigan
$40K
CH
1686
Canton Hathaway
Rhode Island
$40K
B
1687
Birchbrook
Maine
$39.1K -$20.7K -52 -37%
MSFP
1688
Mark Sheptoff Financial Planning
Connecticut
$37.4K +$33.5K +84 New
FCG
1689
Financial Connections Group
California
$36K
POIA
1690
Pin Oak Investment Advisors
Texas
$36K
FFO
1691
Fortitude Family Office
Arizona
$35.6K +$3.98K +10 +14%
RWML
1692
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$34.7K +$3.19K +8 +11%
PWMG
1693
Prestige Wealth Management Group
New Jersey
$33.4K
SC
1694
Solstein Capital
California
$32.9K
CWM
1695
Compass Wealth Management
Connecticut
$32K
ACA
1696
American Capital Advisory
Idaho
$30.4K +$35.8K +90 New
MSG
1697
Main Street Group
Virginia
$30.2K
DWA
1698
Delos Wealth Advisors
Texas
$29.8K -$1.99K -5 -7%
KFS
1699
Kelly Financial Services
Massachusetts
$29.8K
LFA
1700
LGT Financial Advisors
Texas
$29.8K +$21.5K +54 +415%

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.