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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 %
CW
826
CreativeOne Wealth
Kansas
$3.28M +$302K +555 +10%
CMI
827
Clare Market Investments
Texas
$3.27M +$42.4K +78 +1%
MNBTD
828
Moody National Bank Trust Division
Texas
$3.26M +$54.9K +101 +2%
Wolverine Trading
829
Wolverine Trading
Illinois
$3.26M +$2.98M +5,584 +1,078%
SC
830
Scotia Capital
Ontario, Canada
$3.25M +$401K +739 +14%
ISL
831
Ingalls & Snyder LLC
New York
$3.25M +$273K +503 +9%
CAM
832
Claret Asset Management
Quebec, Canada
$3.24M +$3.24M +5,969 New
ONB
833
Old National Bancorp
Indiana
$3.23M +$352K +648 +12%
CPC
834
Cookson Peirce & Co
Pennsylvania
$3.2M -$35.9K -66 -1%
Luther King Capital Management (LKCM)
835
Luther King Capital Management (LKCM)
Texas
$3.2M -$75K -138 -2%
AAM
836
Azzad Asset Management
Virginia
$3.19M -$675K -1,242 -17%
ABTD
837
Arvest Bank Trust Division
Oklahoma
$3.18M +$2.95M +5,425 +1,289%
FFA
838
Farther Finance Advisors
California
$3.18M +$1.43M +2,629 +82%
FWP
839
Falcon Wealth Planning
California
$3.14M +$24.5K +45 +0.8%
Los Angeles Capital Management
840
Los Angeles Capital Management
California
$3.12M -$18.2M -33,437 -85%
WWM
841
Western Wealth Management
Colorado
$3.12M +$774K +1,424 +33%
AC
842
Avestar Capital
New York
$3.11M +$410K +754 +15%
VA
843
VestGen Advisors
Illinois
$3.08M -$1.31M -2,405 -30%
RWM
844
Ritholtz Wealth Management
New York
$3.06M +$486K +895 +19%
PCIA
845
Prime Capital Investment Advisors
Kansas
$3.06M -$746K -1,372 -20%
MSK
846
Melissa S. Kampmann
$3.06M -$73.4K -135 -2%
TVWM
847
Tower View Wealth Management
Wisconsin
$3.06M -$2.17K -4 -0.1%
CAG
848
Csenge Advisory Group
Florida
$3.05M +$552 +1 +0%
AIM
849
Anchor Investment Management
South Carolina
$3.05M +$2.53M +4,661 +487%
MIC
850
Maxi Investments CY
Cyprus
$3.05M +$2.45M +4,510 +410%
32 33
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