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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
0.88%
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
+$512M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
Jennison Associates
Jennison Associates
New York
+$287M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$250M
5
Bessemer Group
Bessemer Group
New Jersey
+$202M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$585M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$583M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$487M
4
Amundi
Amundi
France
-$441M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
576
Factory Mutual Insurance
Massachusetts
$8.31M – – –
PF
577
Phoenix Financial
Israel
$8.29M +$561K +1,035 +7%
SW
578
SVB Wealth
Massachusetts
$8.28M -$1.6M -2,937 -16%
Verition Fund Management
579
Verition Fund Management
Connecticut
$8.24M -$9.71M -17,860 -54%
CIM
580
Contravisory Investment Management
Massachusetts
$8.23M +$7.65M +14,069 +1,310%
CB
581
Commerce Bank
Missouri
$8.21M -$324K -596 -4%
FA
582
Fiduciary Alliance
South Carolina
$8.21M +$655K +1,205 +9%
PHM
583
Prospect Hill Management
New Jersey
$8.19M -$27.2K -50 -0.3%
SWM
584
Spire Wealth Management
Virginia
$8.18M -$750K -2,007 -8%
RWM
585
Rench Wealth Management
Texas
$8.13M +$104K +191 +1%
CFG
586
Citizens Financial Group
Rhode Island
$8.12M +$3.17M +5,827 +64%
NW
587
NewEdge Wealth
Pennsylvania
$8.05M -$142K -303 -2%
FNT
588
First National Trust
Pennsylvania
$8.04M -$67.4K -124 -0.8%
Kovitz Investment Group Partners
589
Kovitz Investment Group Partners
Illinois
$8M +$3.74M +6,880 +88%
BFG
590
Bleakley Financial Group
New Jersey
$7.99M +$1.39M +2,553 +21%
OAC
591
OMERS Administration Corp
Ontario, Canada
$7.95M -$2.92M -5,368 -27%
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$7.92M +$556K +1,023 +8%
CGI
593
Comgest Global Investors
France
$7.91M -$872K -1,605 -10%
NP
594
Nilsine Partners
Colorado
$7.88M +$1.04M +1,908 +15%
KFP
595
KMG Fiduciary Partners
Ohio
$7.86M +$283K +521 +4%
MAM
596
Morse Asset Management
Connecticut
$7.85M -$182K -335 -2%
RC
597
Roundview Capital
New Jersey
$7.82M +$2.12M +3,894 +37%
BIP
598
Bouvel Investment Partners
Pennsylvania
$7.79M +$205K +377 +3%
BTW
599
Boston Trust Walden
Massachusetts
$7.74M -$33.1K -61 -0.4%
P
600
Pitcairn
Pennsylvania
$7.68M -$1.35M -2,477 -15%
22 23
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