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Intuitive Surgical
ISRG

Overview Fund Activity

2,224 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,009 increasing their positions, 696 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,224
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
29.82%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.89%
New
212
Increased
1,009
Reduced
696
Closed
108
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$746M
2
Vanguard Group
Vanguard Group
Pennsylvania
$18.1B
3
Jennison Associates
Jennison Associates
New York
$1.7B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.13B
5
Bessemer Group
Bessemer Group
New Jersey
$428M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.17B
4
Amundi
Amundi
France
$1.35B
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBP
451
Union Bancaire Privee
Switzerland
$15.2M +$6.14M +9,734 +68%
MCM
452
MAI Capital Management
Ohio
$15.2M +$587K +1,080 +4%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$15.1M +$60.9K +112 +0.4%
RIG
454
Renaissance Investment Group
Massachusetts
$15.1M -$9.78K -18 -0.1%
VAS
455
Valicenti Advisory Services
New York
$15M -$118K -217 -0.8%
Public Sector Pension Investment Board (PSP Investments)
456
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15M -$82.5M -151,783 -85%
BCP
457
BSN Capital Partners
United Kingdom
$14.9M -$32.1M -59,376 -68%
CCM
458
Compass Capital Management
Minnesota
$14.8M +$14.8M +27,241 New
EOJOAM
459
E. Ohman J:or Asset Management
Sweden
$14.8M -$911K -1,676 -6%
APM
460
Avidity Partners Management
Texas
$14.7M +$14.7M +27,100 New
DA
461
Dillon & Associates
Michigan
$14.7M +$337K +621 +2%
CM
462
Cercano Management
Washington
$14.6M -$2.52M -4,629 -15%
BLAM
463
Bourne Lent Asset Management
New York
$14.5M – – –
AF
464
Allworth Financial
California
$14.5M +$4.49M +8,254 +45%
NWM
465
Nicola Wealth Management
British Columbia, Canada
$14.5M +$2.5M +4,600 +21%
DWM
466
Destination Wealth Management
California
$14.4M +$13.9M +25,626 +3,273%
EI
467
Ethic Inc
New York
$14.2M -$678K -1,270 -5%
Holocene Advisors
468
Holocene Advisors
New York
$13.8M +$13.8M +25,401 New
PWM
469
Purus Wealth Management
California
$13.7M -$9.78K -18 -0.1%
TAM
470
Tocqueville Asset Management
New York
$13.7M +$215K +396 +2%
SIA
471
Sit Investment Associates
Minnesota
$13.7M +$2.8M +5,152 +26%
HI
472
Horizon Investments
North Carolina
$13.6M +$7.63M +14,033 +127%
HWM
473
HB Wealth Management
Georgia
$13.6M -$72.3K -133 -0.5%
PIMJS
474
PKO Investment Management Joint-Stock
Poland
$13.5M +$8.1M +14,905 +149%
AWM
475
Apollon Wealth Management
South Carolina
$13.5M +$4.36M +8,029 +48%
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