We are live on ! Find out more
ISRG icon

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
FW
1751
Fairway Wealth
Ohio
$12.5K +$11.2K +28 New
CSC
1752
Caldwell Sutter Capital
California
$11.6K
GGI
1753
Godsey & Gibb Inc
Virginia
$11.1K
VWA
1754
Valued Wealth Advisors
Utah
$11.1K +$3.19K +8 +47%
PA
1755
PSI Advisors
Florida
$11.1K
AA
1756
AlphaMark Advisors
Kentucky
$11K -$3.98K -10 -29%
BFS
1757
Burkett Financial Services
South Carolina
$10.7K
SIS
1758
Sound Income Strategies
Florida
$10.7K +$9.56K +24 New
BL
1759
BFSG LLC
California
$10.2K
CAC
1760
Core Alternative Capital
Georgia
$10.2K
CMP
1761
Coston McIsaac & Partners
Maine
$10K
FFC
1762
First Financial Corp
Indiana
$9.79K -$5.18K -13 -37%
MLA
1763
MB, Levis & Associates
Pennsylvania
$9.34K
PCFFS
1764
Pacific Center for Financial Services
California
$9.34K
DCM
1765
Davidson Capital Management
Texas
$9.34K +$8.36K +21 New
EC
1766
Elequin Capital
New York
$9.34K +$8.36K +21 New
HWM
1767
HighMark Wealth Management
Minnesota
$8.9K
CIA
1768
Cape Investment Advisory
Georgia
$8.45K +$7.57K +19 New
SFC
1769
Strategic Financial Concepts
Texas
$8.18K +$106M +265,461 +40,221%
PSB
1770
Piscataqua Savings Bank
New Hampshire
$8.01K -$3.19K -8 -31%
CWM
1771
Cedar Wealth Management
California
$8.01K
CAM
1772
Chesapeake Asset Management
New York
$8.01K
OW
1773
Olistico Wealth
Oklahoma
$8.01K +$7.17K +18 New
FNWA
1774
Financial Network Wealth Advisors
Utah
$7.56K +$6.77K +17 New
OC
1775
Oakworth Capital
Alabama
$7.56K

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.