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Intuitive Surgical
ISRG

Overview Fund Activity

2,225 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, 697 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,225
Holders Change
+67
Holders Change %
+3.1%
% of All Funds
29.82%
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
697
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 %
HDIM
1051
Hanson & Doremus Investment Management
Vermont
$1.58M +$827K +1,522 +110%
KA
1052
Kintegral Advisory
New York
$1.57M -$2.72K -5 -0.2%
CTC
1053
Central Trust Company
Missouri
$1.54M +$74.4K +137 +5%
IWM
1054
IHT Wealth Management
Illinois
$1.54M +$220K +405 +17%
LGA
1055
Lebenthal Global Advisors
New York
$1.54M +$53.8K +99 +4%
JSW
1056
Journey Strategic Wealth
New Jersey
$1.53M +$616K +1,133 +67%
DAM
1057
Draper Asset Management
New York
$1.53M +$447K +838 +41%
TSMHT
1058
Thurston Springer Miller Herd & Titak
Indiana
$1.53M +$281K +518 +23%
RMCM
1059
Reynders McVeigh Capital Management
Massachusetts
$1.52M -$34.8K -64 -2%
MPPLM
1060
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.52M -$13.6K -25 -0.9%
RS
1061
R Squared
Hong Kong
$1.52M +$1.1M +2,033 +268%
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$1.51M -$66.8K -123 -4%
RP
1063
Rowlandmiller & Partners
Georgia
$1.51M +$108K +198 +8%
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$1.5M – – –
IAS
1065
Insigneo Advisory Services
Florida
$1.5M -$107K -197 -7%
KWM
1066
Kingsman Wealth Management
Florida
$1.49M +$281K +517 +23%
UB
1067
Umpqua Bank
Oregon
$1.49M -$2.11K -4 -0.1%
BCM
1068
BTC Capital Management
Iowa
$1.49M +$301K +554 +25%
Parnassus Investments
1069
Parnassus Investments
California
$1.47M +$219K +403 +17%
RFA
1070
Resurgent Financial Advisors
Georgia
$1.47M +$254K +468 +21%
IIC
1071
Ironwood Investment Counsel
Arizona
$1.47M -$14.7K -27 -1%
VIA
1072
Virtus Investment Advisers
Connecticut
$1.46M +$117K +215 +9%
UAG
1073
United Advisor Group
Ohio
$1.46M +$145K +266 +11%
DWA
1074
Douglass Winthrop Advisors
New York
$1.46M – – –
CIM
1075
Chapman Investment Management
California
$1.45M +$89.1K +164 +7%
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