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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 %
FCP
1176
Fidelis Capital Partners
Florida
$1.16M +$35.6K +75 +3%
AWA
1177
Arete Wealth Advisors
Illinois
$1.16M -$27.2K -50 -2%
OFS
1178
OneAscent Financial Services
Alabama
$1.16M -$96.4K -179 -8%
MIM
1179
Moseley Investment Management
Florida
$1.16M +$12.5K +23 +1%
IEFM
1180
IQ EQ Fund Management
Ireland
$1.16M +$276K +507 +31%
DI
1181
Diligent Investors
California
$1.16M -$258K -475 -18%
BWP
1182
Balboa Wealth Partners
Arizona
$1.16M +$366K +674 +46%
FFM
1183
Forum Financial Management
Illinois
$1.16M +$66.8K +123 +6%
QIM
1184
Quest Investment Management
Oregon
$1.15M +$1.15M +2,122 New
KWA
1185
Kingswood Wealth Advisors
California
$1.15M -$54.3K -100 -5%
MMM
1186
Mendel Money Management
Illinois
$1.15M +$1.09K +2 +0.1%
HCMG
1187
Howard Capital Management Group
California
$1.14M -$13.6K -25 -1%
OLVIG
1188
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14M +$1.14M +2,298 New
WMP
1189
Wealth Management Partners
Arizona
$1.13M +$43.3K +81 +4%
FMLI
1190
Fukoku Mutual Life Insurance
Japan
$1.13M -$76.1K -140 -6%
RWP
1191
Revolve Wealth Partners
New Jersey
$1.13M -$29.3K -54 -3%
SWM
1192
SeaCrest Wealth Management
New York
$1.13M +$33.1K +61 +3%
LA
1193
Lifeworks Advisors
Michigan
$1.13M +$23.4K +43 +2%
C
1194
Certuity
Florida
$1.13M -$80.4K -148 -7%
SPWM
1195
Schrum Private Wealth Management
Florida
$1.12M – – –
FA
1196
Fedenia Advisers
Wisconsin
$1.12M -$23.4K -43 -2%
AA
1197
Ancora Advisors
Ohio
$1.12M +$543 +1 +0%
KAS
1198
KPP Advisory Services
Kentucky
$1.12M +$363K +668 +48%
GM
1199
GeoWealth Management
Illinois
$1.12M -$140K -257 -11%
ARG
1200
Advisory Resource Group
Oklahoma
$1.11M +$56K +103 +5%
46 47
48
49 50