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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
29.81%
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 %
TIA
726
Tandem Investment Advisors
South Carolina
$4.8M +$46.2K +85 +1%
OA
727
Oak Associates
Ohio
$4.76M -$350K -645 -7%
DWM
728
Diversify Wealth Management
Utah
$4.74M +$462K +966 +11%
SAM
729
Simplify Asset Management
Nevada
$4.73M -$1.91M -3,524 -29%
PS
730
Principal Securities
Iowa
$4.68M +$528K +972 +13%
MAS
731
Meeder Advisory Services
Ohio
$4.63M +$237K +436 +5%
RBA
732
Richard Bernstein Advisors
New York
$4.63M -$579K -1,066 -11%
HF
733
HRT Financial
New York
$4.62M -$9.71M -17,873 -68%
CK
734
Cohen Klingenstein
New York
$4.6M – – –
SPC
735
Sigma Planning Corp
Michigan
$4.57M +$96.2K +177 +2%
HCM
736
Hodges Capital Management
Texas
$4.56M – – –
BEI
737
Benjamin Edwards Inc
Missouri
$4.52M +$1.59M +2,931 +54%
AWM
738
Affinity Wealth Management
Delaware
$4.51M +$88K +162 +2%
ECM
739
Everence Capital Management
Indiana
$4.48M -$505K -930 -10%
S
740
SignatureFD
Georgia
$4.47M +$177K +325 +4%
EWM
741
Elite Wealth Management
Washington
$4.46M -$5.38M -9,908 -55%
EWM
742
Elevatus Welath Management
New York
$4.45M +$4.45M +8,192 New
WR
743
WD Rutherford
Oregon
$4.41M -$141K -260 -3%
QCM
744
Qsemble Capital Management
New York
$4.41M -$1.63M -3,001 -27%
GI
745
GLOBALT Investments
Georgia
$4.4M -$183K -337 -4%
TS
746
Triglav Skladi
Slovenia
$4.36M +$54.3K +100 +1%
LSA
747
L & S Advisors
California
$4.34M -$4.46M -8,198 -51%
NL
748
NWAM LLC
Washington
$4.33M +$2K +4 +0%
MSA
749
MUFG Securities Americas
New York
$4.32M +$886K +1,630 +26%
CWM
750
Cabot Wealth Management
Massachusetts
$4.28M +$4.28M +7,885 New
28 29
30
31 32