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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 %
WA
1101
Wealth Alliance
New York
$1.38M +$114K +209 +9%
AWA
1102
Aaron Wealth Advisors
Illinois
$1.37M +$10.3K +19 +0.8%
SC
1103
Stance Capital
Massachusetts
$1.37M +$1.37M +2,524 New
GKWIM
1104
Gerber Kawasaki Wealth & Investment Management
California
$1.37M -$28.3K -52 -2%
CIA
1105
Capital Investment Advisors
Georgia
$1.37M +$3.26K +6 +0.2%
SRC
1106
Stone Run Capital
New York
$1.36M – – –
GWANC
1107
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35M +$33.1K +61 +3%
CM
1108
Churchill Management
California
$1.35M -$23.4K -43 -2%
CCP
1109
Clarkston Capital Partners
Michigan
$1.35M – – –
NI
1110
Natural Investments
California
$1.35M +$1.35M +2,481 New
MWM
1111
Moran Wealth Management
Florida
$1.35M +$411K +757 +44%
AM
1112
Atwater Malick
Pennsylvania
$1.34M – – –
BW
1113
Balance Wealth
Ohio
$1.34M -$2.72K -5 -0.2%
IFWM
1114
Institute for Wealth Management
Colorado
$1.34M -$23.9K -44 -2%
SWA
1115
Sax Wealth Advisors
New Jersey
$1.33M +$915K +1,684 +218%
NG
1116
Norden Group
Utah
$1.33M +$375K +690 +39%
CPIG
1117
Chicago Partners Investment Group
Illinois
$1.32M +$126K +252 +11%
CAM
1118
Creekmur Asset Management
Illinois
$1.31M +$830K +1,528 +172%
CWM
1119
Chesapeake Wealth Management
Virginia
$1.31M +$111K +204 +9%
KIM
1120
Kestra Investment Management
Texas
$1.31M +$679K +1,306 +108%
MMA
1121
Miracle Mile Advisors
California
$1.3M +$227K +418 +21%
UAS
1122
United Asset Strategies
New York
$1.3M -$3.26K -6 -0.2%
CWMGP
1123
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M -$662K -1,218 -34%
ECM
1124
Eisler Capital Management
United Kingdom
$1.29M -$3.59M -6,622 -74%
MCC
1125
Money Concepts Capital
Florida
$1.28M -$38.6K -71 -3%
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