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Intuitive Surgical
ISRG

2,266 hedge funds and large institutions have $168B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 1,035 increasing their positions, 703 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 112

47% more repeat investments, than reductions

Existing positions increased: 1,035 | Existing positions reduced: 703

12% more capital invested

Capital invested by funds: $150B → $168B (+$17.5B)

3% more funds holding

Funds holding: 2,191 → 2,266 (+75)

0.79% more ownership

Funds ownership: 84.6% → 85.39% (+0.79%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

9% less funds holding in top 10

Funds holding in top 10: 75 → 68 (-7)

Holders
2,266
Holders Change
+75
Holders Change %
+3.42%
% of All Funds
29.83%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
0.9%
New
215
Increased
1,035
Reduced
703
Closed
112
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M

Top Buyers

Rank Fund Capital Flow
1
BC
Broadwater Capital
Massachusetts
+$1.64B
2
Victory Capital Management
Victory Capital Management
Texas
+$493M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$350M
4
Jennison Associates
Jennison Associates
New York
+$276M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$240M

Top Sellers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
-$585M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$561M
3
JP Morgan Chase
JP Morgan Chase
New York
-$469M
4
Amundi
Amundi
France
-$426M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$267M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
Sectoral Asset Management
Quebec, Canada
$2.85M – – –
NWM
877
NRI Wealth Management
California
$2.84M +$2.74M +5,231 New
BTI
878
Blue Trust Inc
Georgia
$2.84M +$192K +368 +8%
TYCC
879
Texas Yale Capital Corp
Florida
$2.83M +$133K +255 +5%
CCM
880
Conway Capital Management
California
$2.83M -$79.5K -152 -3%
SCM
881
Suvretta Capital Management
New York
$2.83M – – –
PAS
882
Parsonex Advisory Services
Colorado
$2.82M +$2.71M +5,191 New
CRC
883
Curi RMB Capital
Illinois
$2.8M +$2.69M +5,151 New
HCA
884
Harbor Capital Advisors
Illinois
$2.8M -$14.6K -28 -0.5%
TCOV
885
Trust Company of Vermont
Vermont
$2.79M +$3.66K +7 +0.1%
SCI
886
S&CO Inc
Massachusetts
$2.78M – – –
WC
887
Waterloo Capital
Texas
$2.78M +$312K +596 +13%
SFS
888
Stiles Financial Services
Minnesota
$2.77M +$136K +260 +5%
CA
889
Clearstead Advisors
Ohio
$2.77M +$947K +1,811 +55%
EHC
890
Everett Harris & Co
California
$2.76M -$26.1K -50 -1%
WAP
891
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$12K +23 +0.5%
HBT
892
Hills Bank & Trust
Iowa
$2.76M -$138K -264 -5%
BJL
893
Brighton Jones LLC
Washington
$2.74M +$659K +1,260 +33%
ECM
894
Evergreen Capital Management
Washington
$2.74M +$392K +750 +17%
MGP
895
M&G plc
United Kingdom
$2.73M -$9.5M -18,166 -78%
AFG
896
Atomi Financial Group
New York
$2.73M +$455K +871 +21%
CPA
897
Court Place Advisors
Maryland
$2.72M -$20.9K -40 -0.8%
GIM
898
Goelzer Investment Management
Indiana
$2.71M -$9.94K -19 -0.4%
TNAM
899
Terra Nova Asset Management
New York
$2.71M +$182K +349 +8%
CAM
900
Cresset Asset Management
Illinois
$2.71M -$1.6M -3,061 -38%
34 35
36
37 38

ISRG Hedge Fund Activity: Q2 2025 in Review

2,266 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2025, worth a combined $168B — up 12% from $150B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new ISRG positions and 112 closed out — a net gain of 103 holders — while 1,035 added to existing stakes and 703 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $1.64B. The largest seller was WCM Investment Management, exiting entirely with an estimated $585M sold.

  • 2,266 institutional investors held Intuitive Surgical (ISRG) as of Q2 2025, up from 2,191 in Q1 2025.
  • Funds reported $168B of Intuitive Surgical stock for Q2 2025, up 12% quarter-over-quarter.
  • 215 funds opened new Intuitive Surgical positions in Q2 2025 and 112 closed out, a net change of +103 holders.
  • The largest Intuitive Surgical buyer in Q2 2025 was Broadwater Capital, an estimated $1.64B added.
  • The largest Intuitive Surgical seller in Q2 2025 was WCM Investment Management, an estimated $585M sold.

Based on aggregated 13F filings for Q2 2025.