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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 %
RIG
701
RiverFront Investment Group
Virginia
$5.19M +$3.8K +7 +0.1%
LCM
702
Legato Capital Management
California
$5.16M – – –
OCM
703
Orion Capital Management
California
$5.16M -$92.4K -170 -2%
DAS
704
Diversify Advisory Services
Utah
$5.14M -$346K -724 -6%
WF
705
Welch & Forbes
Massachusetts
$5.13M -$74.4K -137 -1%
SC
706
SummitTX Capital
Texas
$5.12M +$1.21M +2,233 +31%
PWM
707
Perigon Wealth Management
California
$5.12M +$199K +366 +4%
CUAMC
708
China Universal Asset Management Company
China
$5.09M -$905K -1,665 -15%
TAP
709
Tounjian Advisory Partners
Florida
$5.08M -$71.3K -144 -1%
PD
710
Point72 (DIFC)
United Arab Emirates
$5.07M +$5.07M +9,334 New
ACM
711
Alcosta Capital Management
California
$5.04M -$20.7K -38 -0.4%
VIM
712
Vinva Investment Management
Australia
$5.04M -$1.54M -2,878 -23%
CPC
713
Consolidated Planning Corp
Georgia
$4.96M +$184K +338 +4%
AFC
714
AFT Forsyth & Company
Florida
$4.95M -$5.43K -10 -0.1%
GIM
715
Generali Investments Management
Slovenia
$4.94M +$654K +1,205 +15%
CLA
716
Carnegie Lake Advisors
New Jersey
$4.93M – – –
SI
717
Stephens Inc
Arkansas
$4.93M +$162K +299 +3%
VI
718
Vestcor Inc
New Brunswick, Canada
$4.89M +$273K +503 +6%
SCA
719
Snowden Capital Advisors
New York
$4.89M +$506K +932 +12%
PA
720
PFG Advisors
Arizona
$4.88M +$713K +1,312 +17%
SI
721
Sava Infond
Slovenia
$4.87M +$43.5K +80 +0.9%
GWMR
722
GC Wealth Management RIA
Massachusetts
$4.86M +$3.78M +6,951 +349%
MFG
723
Merit Financial Group
Georgia
$4.83M +$584K +1,075 +14%
SF
724
Summit Financial
New Jersey
$4.8M +$346K +636 +8%
SS
725
SBI Securities
Japan
$4.8M +$15.8K +29 +0.3%
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