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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
EW
1876
Evoke Wealth
California
-$255K -640 Closed
AC
1877
ASB Consultores
Florida
-$254K -637 Closed
RB
1878
Renasant Bank
Mississippi
-$231K -580 Closed
HIIFS
1879
Harel Insurance Investments & Financial Services
Israel
-$219K -550 Closed
SAW
1880
Signal Advisors Wealth
Michigan
-$203K -508 Closed
PFM
1881
Patton Fund Management
Texas
-$202K -507 Closed
MAC
1882
Mason & Associates (California)
California
-$201K -504 Closed
ET
1883
Entropy Technologies
New York
-$200K -502 Closed
PP
1884
Paloma Partners
Connecticut
-$157K -393 Closed
CAM
1885
Clarity Asset Management
Iowa
-$130K -326 Closed
VL
1886
Vima LLC
Michigan
-$77.2K -302 Closed
HIM
1887
Hillsdale Investment Management
Ontario, Canada
-$112K -280 Closed
Capstone Investment Advisors
1888
Capstone Investment Advisors
New York
-$97.2K -244 Closed
CP
1889
Castleview Partners
Texas
-$77.8K -195 Closed
A
1890
AlphaQuest
New York
-$56.7K -142 Closed
NCTC
1891
New Covenant Trust Company
Indiana
-$55.1K -138 Closed
NIC
1892
Northwest Investment Counselors
Oregon
-$19.2K -48 Closed
SC
1893
Steph & Co
Wisconsin
-$17.6K -44 Closed
FIM
1894
Fernwood Investment Management
Massachusetts
-$8.38K -21 Closed
MIM
1895
Macroview Investment Management
Maryland
-$6.79K -17 Closed
FGAM
1896
Financial Gravity Asset Management
Texas
-$6.2K -16 Closed
PVH
1897
Psagot Value Holdings
Israel
-$3K -7 Closed
FSWA
1898
Financial Synergies Wealth Advisors
Texas
-$2.4K -6 Closed
GFL
1899
Granite FO LLC
New Hampshire
-$1.93K -4 Closed
TH
1900
TCTC Holdings
Texas
-$1.2K -3 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.