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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 %
RFC
601
Regions Financial Corp
Alabama
$7.63M -$293K -540 -4%
DLCIG
602
D.L. Carlson Investment Group
New Hampshire
$7.6M -$521K -959 -6%
ZBNA
603
Zions Bancorporation, National Association
Utah
$7.57M +$261K +481 +4%
CGIM
604
Capital Group Investment Management
Singapore
$7.55M +$70.6K +130 +0.9%
DADC
605
D.A. Davidson & Co
Montana
$7.53M +$184K +339 +3%
MYAM
606
Meiji Yasuda Asset Management
Japan
$7.51M -$2.51M -4,611 -25%
FCH
607
Freestone Capital Holdings
Washington
$7.5M +$3.55M +6,540 +90%
GLA
608
Great Lakes Advisors
Illinois
$7.45M +$1.87M +3,447 +34%
WS
609
Wedbush Securities
California
$7.42M +$80.4K +148 +1%
IAA
610
Independent Advisor Alliance
North Carolina
$7.41M +$835K +1,537 +13%
STP
611
Science & Technology Partners
New York
$7.39M +$1.14M +2,100 +18%
GRP
612
Global Retirement Partners
California
$7.39M +$7.39M +13,593 New
EWA
613
EP Wealth Advisors
California
$7.35M +$42.9K +79 +0.6%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$7.34M +$254K +468 +4%
EAM
615
EFG Asset Management
Oregon
$7.31M -$713K -1,312 -9%
ALMGDA
616
AG2R La Mondiale Gestion d'Actifs
France
$7.29M +$116K +213 +2%
TCA
617
Trifecta Capital Advisors
Illinois
$7.26M +$436K +802 +6%
EIA
618
Eastover Investment Advisors
North Carolina
$7.15M +$4.81M +8,844 +205%
BWL
619
Bogart Wealth LLC
Virginia
$7.12M +$321K +591 +5%
SPG
620
Strategic Planning Group
Utah
$7.08M +$390K +717 +6%
SGH
621
Sivik Global Healthcare
Connecticut
$7.06M -$543K -1,000 -7%
DWM
622
Dakota Wealth Management
Florida
$7.06M -$5.46M -10,043 -44%
Nomura Holdings
623
Nomura Holdings
Japan
$7.03M -$7.12M -13,111 -50%
KOCAA
624
Knights of Columbus Asset Advisors
Connecticut
$7M +$387K +713 +6%
TLP
625
Tri Locum Partners
New York
$6.97M +$6.97M +12,824 New
23 24
25
26 27