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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 %
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$12.5K +23 +0.5%
HBT
877
Hills Bank & Trust
Iowa
$2.76M -$143K -264 -5%
BJL
878
Brighton Jones LLC
Washington
$2.74M +$685K +1,260 +33%
ECM
879
Evergreen Capital Management
Washington
$2.74M +$408K +750 +17%
MGP
880
M&G plc
United Kingdom
$2.73M -$9.86M -18,166 -78%
AFG
881
Atomi Financial Group
New York
$2.73M +$473K +871 +21%
CPA
882
Court Place Advisors
Maryland
$2.72M -$21.7K -40 -0.8%
GIM
883
Goelzer Investment Management
Indiana
$2.71M -$10.3K -19 -0.4%
TNAM
884
Terra Nova Asset Management
New York
$2.71M +$190K +349 +8%
MTWM
885
Masso Torrence Wealth Management
New Jersey
$2.71M +$2.71M +4,979 New
BP
886
Ballentine Partners
Massachusetts
$2.7M +$298K +548 +12%
KCM
887
Kornitzer Capital Management
Kansas
$2.69M -$479K -881 -15%
SP
888
Stablepoint Partners
Massachusetts
$2.68M +$40.2K +74 +2%
PFM
889
Patton Fund Management
Texas
$2.68M -$2.03M -3,727 -43%
AW
890
Alaethes Wealth
Nevada
$2.68M +$31K +57 +1%
GJWM
891
Gilliland Jeter Wealth Management
Arkansas
$2.67M -$33.1K -61 -1%
CA
892
Cullinan Associates
Kentucky
$2.66M – – –
AM
893
Account Management
Massachusetts
$2.65M – – –
VSQM
894
V-Square Quantitative Management
Illinois
$2.65M +$636K +1,170 +32%
LWAM
895
Legacy Wealth Asset Management
Minnesota
$2.64M -$152K -279 -5%
SSWM
896
Smith Salley Wealth Management
North Carolina
$2.64M +$241K +444 +10%
CAG
897
Crestwood Advisors Group
Massachusetts
$2.64M +$120K +221 +5%
VWM
898
Vivid Wealth Management
Iowa
$2.63M -$47.8K -88 -2%
WI
899
Westbourne Investments
Virginia
$2.63M – – –
LIP
900
Lighthouse Investment Partners
Florida
$2.61M +$2.34M +4,300 +860%
34 35
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