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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 %
HA
801
Herold Advisors
New York
$3.5M – – –
HCMT
802
Highland Capital Management (Tennessee)
Tennessee
$3.5M -$8.15K -15 -0.2%
CPCPP
803
Canada Post Corporation Pension Plan
Canada
$3.5M +$3.5M +6,432 New
FFB
804
First Financial Bankshares
Texas
$3.49M -$105K -194 -3%
SG Americas Securities
805
SG Americas Securities
New York
$3.48M -$509K -937 -13%
OQS
806
Occudo Quantitative Strategies
Florida
$3.47M +$3.47M +6,392 New
CRCM
807
Crystal Rock Capital Management
Illinois
$3.46M +$1.87M +3,450 +118%
DWP
808
Daymark Wealth Partners
Ohio
$3.46M -$64.1K -118 -2%
SA
809
Strategic Advisors
New York
$3.46M +$1.34M +2,471 +63%
EAM
810
Exome Asset Management
New York
$3.46M – – –
SWA
811
Stratos Wealth Advisors
Ohio
$3.45M +$72.8K +134 +2%
BRWA
812
B. Riley Wealth Advisors
Florida
$3.45M +$3.45M +6,346 New
LNWWM
813
Laird Norton Wetherby Wealth Management
California
$3.45M +$3.45M +6,341 New
WG
814
Winton Group
United Kingdom
$3.43M -$168K -309 -5%
PWAM
815
Papamarkou Wellner Asset Management
New York
$3.43M -$118K -218 -3%
SPS
816
Susquehanna Portfolio Strategies
Pennsylvania
$3.43M +$3.43M +6,311 New
TRCT
817
Tower Research Capital (TRC)
New York
$3.42M -$7.53M -13,856 -69%
WBC
818
Westpac Banking Corp
Australia
$3.42M +$117K +216 +4%
RWB
819
RMR Wealth Builders
New Jersey
$3.38M +$210K +387 +7%
OHIS
820
Oak Harvest Investment Services
Texas
$3.38M +$156K +287 +5%
KWM
821
Keebeck Wealth Management
Illinois
$3.37M +$2.72K +5 +0.1%
BPA
822
Beacon Pointe Advisors
California
$3.36M +$1.1M +2,029 +49%
WCM
823
Whitener Capital Management
North Carolina
$3.32M +$21.2K +39 +0.6%
FBT
824
First Bank & Trust
South Dakota
$3.31M -$333K -613 -9%
RA
825
Rockingstone Advisors
Massachusetts
$3.29M -$1.14M -2,101 -26%
31 32
33
34 35