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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 %
UF
751
Univest Financial
Pennsylvania
$4.21M -$246K -453 -6%
RWP
752
RWA Wealth Partners
Massachusetts
$4.2M -$103K -190 -2%
BSCCG
753
Blue Sky Capital Consultants Group
California
$4.19M +$1.09M +2,009 +35%
QIM
754
Quantitative Investment Management
Virginia
$4.18M +$1.14M +2,099 +38%
GLA
755
Good Life Advisors
Pennsylvania
$4.18M +$335K +616 +9%
AHIA
756
Andrew Hill Investment Advisors
Florida
$4.18M +$1.59M +2,927 +61%
WSCM
757
Wellington Shields Capital Management
New York
$4.17M – – –
JIP
758
Jaffetilchin Investment Partners
Florida
$4.16M -$77.7K -143 -2%
CAM
759
Cresset Asset Management
Illinois
$4.16M -$208K -383 -5%
IB
760
Intrust Bank
Kansas
$4.14M +$49.5K +91 +1%
IIM
761
Illumine Investment Management
Washington
$4.13M +$20.7K +38 +0.5%
WCM
762
Wisconsin Capital Management
Wisconsin
$4.11M -$448K -824 -10%
HH
763
Hilltop Holdings
Texas
$4.1M +$67.4K +124 +2%
MLL
764
Moody Lynn & Lieberson
Massachusetts
$4.06M -$4.01M -7,376 -50%
OAM
765
Oak Asset Management
California
$4.05M -$54.3K -100 -1%
FRA
766
Front Row Advisors
California
$4.04M +$42.9K +79 +1%
MCM
767
Mitchell Capital Management
Kansas
$4.03M -$233K -449 -5%
AAMU
768
APG Asset Management US
New York
$4.01M +$56.5K +105 +1%
PIM
769
Penobscot Investment Management
Massachusetts
$3.98M +$2.37M +4,356 +147%
IWC
770
Integrated Wealth Concepts
Massachusetts
$3.98M +$994K +1,829 +33%
Empower Advisory Group
771
Empower Advisory Group
Colorado
$3.97M +$2.33M +4,286 +142%
WDA
772
Wendell David Associates
New Hampshire
$3.95M – – –
VIS
773
Vega Investment Solutions
France
$3.95M -$5.72M -10,530 -59%
TC
774
TFR Capital
Texas
$3.94M +$134K +247 +4%
JSP
775
Jackson Square Partners
California
$3.94M -$586K -1,079 -13%
29 30
31
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