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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 %
ATC
676
Argent Trust Co
Tennessee
$5.69M +$115K +211 +2%
MK
677
MASTERINVEST Kapitalanlage
$5.69M +$5.69M +10,467 New
GI
678
GAMCO Investors
Connecticut
$5.67M +$204K +376 +4%
NRS
679
Neville Rodie & Shaw
New York
$5.67M +$603K +1,110 +12%
AMCA
680
Arthur M. Cohen & Associates
Illinois
$5.64M -$85.3K -157 -1%
LC
681
Legacy CG
Texas
$5.64M +$284K +523 +5%
PIM
682
Plato Investment Management
Australia
$5.6M +$3.79K +7 +0.1%
STA
683
Summit Trail Advisors
New York
$5.57M +$1.2M +2,208 +27%
CWP
684
Cyndeo Wealth Partners
Florida
$5.56M +$279K +514 +5%
ERSOT
685
Employees Retirement System of Texas
Texas
$5.52M +$5.52M +10,150 New
RFN
686
RDA Financial Network
Iowa
$5.44M -$21.7K -40 -0.4%
LCM
687
Lattice Capital Management
Washington
$5.43M -$5.22M -9,600 -49%
LWM
688
Liberty Wealth Management
California
$5.39M -$7.06K -13 -0.1%
HCM
689
Howard Capital Management
Georgia
$5.36M +$493K +907 +10%
BIM
690
Baldwin Investment Management
Pennsylvania
$5.36M -$64.7K -119 -1%
NAAA
691
New Age Alpha Advisors
New York
$5.32M +$1.65M +3,029 +45%
LS
692
Livforsakringsbolaget Skandia
Sweden
$5.29M +$652K +1,200 +14%
AWM
693
AE Wealth Management
Kansas
$5.28M +$713K +1,313 +16%
MGWM
694
Marks Group Wealth Management
Minnesota
$5.27M -$35.3K -65 -0.7%
SFA
695
Sequoia Financial Advisors
Ohio
$5.26M +$596K +1,097 +13%
WI
696
Wahed Invest
New York
$5.26M +$304K +560 +6%
2
697
2Xideas
Switzerland
$5.25M -$862K -1,586 -14%
KRSITF
698
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.22M -$362K -666 -6%
KIG
699
Kessler Investment Group
Indiana
$5.21M -$192K -354 -4%
BG
700
Bahl & Gaynor
Ohio
$5.2M -$129K -237 -2%
26 27
28
29 30