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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 %
VWM
1076
Valley Wealth Managers
New Jersey
$1.45M +$1.45M +2,675 New
IIA
1077
IPG Investment Advisors
California
$1.45M -$115K -211 -7%
TCA
1078
Transcend Capital Advisors
New Jersey
$1.45M -$17.4K -32 -1%
CCB
1079
Country Club Bank
Missouri
$1.44M -$6.94K -13 -0.5%
RCM
1080
Riverpark Capital Management
New York
$1.44M – – –
MG
1081
Mather Group
Illinois
$1.44M -$69.6K -128 -5%
IAIM
1082
International Assets Investment Management
Florida
$1.43M +$142K +261 +11%
WCM
1083
Weaver Capital Management
Georgia
$1.43M +$4.35K +8 +0.3%
CI
1084
Conning Inc
Connecticut
$1.43M -$35.9K -66 -2%
JIC
1085
Joel Isaacson & Co
New York
$1.43M +$20.7K +38 +1%
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$1.43M +$240K +441 +20%
Group One Trading
1087
Group One Trading
Illinois
$1.42M -$5.26M -9,673 -79%
IWA
1088
Icon Wealth Advisors
Texas
$1.42M +$447K +823 +46%
NSB
1089
Norway Savings Bank
Maine
$1.42M +$495K +910 +53%
HT
1090
Heritage Trust
Oklahoma
$1.41M +$158K +290 +13%
BTWM
1091
Brass Tax Wealth Management
Ohio
$1.41M +$20.1K +37 +1%
PIA
1092
Perennial Investment Advisors
California
$1.41M +$90.2K +166 +7%
PA
1093
Pinnacle Associates
New York
$1.4M +$85.3K +157 +6%
GL
1094
Graypoint LLC
New York
$1.4M +$148K +272 +12%
GA
1095
GraniteShares Advisors
New York
$1.4M -$38K -70 -3%
FCG
1096
Fielder Capital Group
Tennessee
$1.4M +$5.43K +10 +0.4%
BLC
1097
Brown, Lisle/Cummings
Rhode Island
$1.39M +$76.1K +140 +6%
LFA
1098
Legacy Financial Advisors
Kentucky
$1.39M +$158K +290 +13%
B
1099
Bellecapital
Switzerland
$1.38M -$10.3K -19 -0.7%
AFT
1100
Alpha Family Trust
California
$1.38M +$223K +410 +19%
42 43
44
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