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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
TAM
1801
Tucker Asset Management
Colorado
$3.56K
PS
1802
PayPay Securities
Japan
$3.56K +$2.79K +7 +700%
Twin Tree Management
1803
Twin Tree Management
Texas
$3.11K -$3.09M -7,767 -100%
HFS
1804
Horizon Financial Services
North Carolina
$3.11K
PA
1805
Pineridge Advisors
Missouri
$3.11K
AAG
1806
Armstrong Advisory Group
Massachusetts
$3.11K +$2.79K +7 New
LIA
1807
Lynx Investment Advisory
District of Columbia
$3.11K +$2.79K +7 New
HFM
1808
Hartford Financial Management
Connecticut
$2.67K
BSB
1809
Bangor Savings Bank
Maine
$2.67K +$2.39K +6 New
PGAM
1810
Princeton Global Asset Management
New Jersey
$2.67K +$2.39K +6 New
RWM
1811
Ruedi Wealth Management
Illinois
$2.22K +$1.99K +5 New
EFMH
1812
E Fund Management (HK)
Hong Kong
$2K +$1.99K +5 New
CAM
1813
ClariVest Asset Management
California
$1.78K
WA
1814
WestEnd Advisors
North Carolina
$1.78K -$797 -2 -33%
GWSA
1815
Global Wealth Strategies & Associates
Colorado
$1.33K
SWA
1816
SOA Wealth Advisors
New York
$1.33K
PI
1817
PEAK6 Investments
Illinois
$1.03K -$5.82M -14,613 -100%
DFA
1818
DHJJ Financial Advisors
Illinois
$890
FHC
1819
First Heartland Consultants
Missouri
$787 +$8.76K +22 +1%
HWP
1820
Highline Wealth Partners
California
$445 +$398 +1 New
PPA
1821
Painted Porch Advisors
California
$445 +$398 +1 New
AIC
1822
Archer Investment Corporation
Indiana
$270
DWM
1823
Dogwood Wealth Management
Kansas
$20 -$14.3K -36 Closed
GQG Partners
1824
GQG Partners
Florida
-$99.5M -249,376 Closed
AT
1825
AMF Tjänstepension
Sweden
-$55.2M -138,350 Closed

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.