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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
T
1726
Tidemark
California
$20.9K -$9.16K -23 -33%
CTWM
1727
Cherry Tree Wealth Management
Minnesota
$20.5K +$17.1K +43 +1,433%
DIP
1728
DT Investment Partners
Pennsylvania
$20K
RWA
1729
Redmont Wealth Advisors
Illinois
$20K
DJSG
1730
D.J. St. Germain
Massachusetts
$19.1K
PCWA
1731
Pacific Capital Wealth Advisors
California
$18.7K +$9.96K +25 +147%
CTA
1732
Colonial Trust Advisors
South Carolina
$18.2K -$6.37K -16 -28%
SA
1733
Scarborough Advisors
Maryland
$18.2K +$398 +1 +3%
IGWM
1734
ICA Group Wealth Management
Colorado
$17.8K -$1.99K -5 -11%
LWANC
1735
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.4K
RAM
1736
Riggs Asset Management
Pennsylvania
$16.9K +$1.59K +4 +12%
SC
1737
Stephens Consulting
Michigan
$16.9K +$15.1K +38 New
AWM
1738
Ameliora Wealth Management
Switzerland
$16K
PIS
1739
POM Investment Strategies
North Carolina
$16K +$14.3K +36 New
GI
1740
Gradient Investments
Minnesota
$16K +$7.57K +19 +112%
CCA
1741
Criterion Capital Advisors
Tennessee
$15.6K
FCA
1742
FinTrust Capital Advisors
South Carolina
$15.6K +$4.78K +12 +52%
BWL
1743
Bogart Wealth LLC
Virginia
$15.1K -$39.8K -100 -75%
VAG
1744
VisionPoint Advisory Group
Texas
$15.1K +$10.8K +27 +386%
EL
1745
EMFO LLC
Florida
$15.1K +$13.5K +34 New
MFT
1746
Moisand Fitzgerald Tamayo
Florida
$14.7K
NFSG
1747
Newbridge Financial Services Group
Florida
$14.7K -$2.79K -7 -18%
MFA
1748
McClarren Financial Advisors
Pennsylvania
$14K +$164K +411 +1,245%
JFG
1749
JDM Financial Group
Texas
$12.9K
BHWM
1750
Beaird Harris Wealth Management
Texas
$12.5K

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.