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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
NCM
1701
Northwest Capital Management
Oregon
$28K -$47.8K -120 -66%
BWP
1702
Baldwin Wealth Partners
Massachusetts
$28K
CAS
1703
Coppell Advisory Solutions
Texas
$28K +$25.1K +63 New
KSWA
1704
Kathleen S. Wright Associates
Pennsylvania
$26.7K
WOC
1705
West Oak Capital
California
$26.7K
RI
1706
Ridgewood Investments
New Jersey
$26.4K +$23.5K +59 New
W
1707
WealthCollab
Washington
$26.2K
SFA
1708
Semmax Financial Advisors
North Carolina
$25.8K
M
1709
MOTCO
Texas
$25.4K +$22.7K +57 New
CIAS
1710
CBIZ Investment Advisory Services
Ohio
$24.5K -$5.97K -15 -21%
1IA
1711
1620 Investment Advisors
Massachusetts
$24.5K +$21.9K +55 New
EPW
1712
Evergreen Private Wealth
Colorado
$24K
MWA
1713
MFA Wealth Advisors
Pennsylvania
$24K +$21.5K +54 New
IWA
1714
IBEX Wealth Advisors
New Jersey
$23.6K +$21.1K +53 New
AEPWM
1715
Atlantic Edge Private Wealth Management
Florida
$23.1K
FPF
1716
First Pacific Financial
Washington
$23.1K +$1.59K +4 +8%
SIC
1717
SJS Investment Consulting
Ohio
$22.7K +$13.9K +35 +219%
AWM
1718
Activest Wealth Management
Florida
$22.7K +$8.36K +21 +70%
KFI
1719
Key Financial Inc
Pennsylvania
$22.7K
ATC
1720
Adirondack Trust Company
New York
$22.7K -$4.38K -11 -18%
MCM
1721
MidAtlantic Capital Management
Virginia
$22.2K
OIA
1722
Optimum Investment Advisors
Illinois
$22.2K
HDIM
1723
Hanson & Doremus Investment Management
Vermont
$22K
SL
1724
Salomon & Ludwin
Virginia
$21.8K -$797 -2 -4%
SSG
1725
Summit Securities Group
New York
$21K +$18.7K +47 New

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.