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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 %
BPW
1226
Bingham Private Wealth
California
$1.04M -$9.78K -18 -0.9%
NPF
1227
Norris Perne & French
Michigan
$1.03M -$13K -24 -1%
PCM
1228
Parsons Capital Management
Rhode Island
$1.03M +$78.8K +145 +8%
PWG
1229
Portside Wealth Group
Utah
$1.03M +$125K +230 +14%
BFIM
1230
Beese Fulmer Investment Management
Ohio
$1.03M +$76.1K +140 +8%
TA
1231
TFB Advisors
Kansas
$1.02M +$67.4K +124 +7%
WIM
1232
WealthPlan Investment Management
Nebraska
$1.02M +$71.2K +131 +8%
MCM
1233
Manchester Capital Management
Vermont
$1.02M -$245K -451 -19%
RCAG
1234
Rehmann Capital Advisory Group
Michigan
$1.01M +$107K +197 +12%
FIM
1235
Freedom Investment Management
Connecticut
$1M +$4.35K +8 +0.4%
IAN
1236
Integrated Advisors Network
Texas
$1M +$44K +81 +5%
AF
1237
Aviso Financial
Ontario, Canada
$1M +$230K +424 +30%
A
1238
AlphaQuest
New York
$999K +$838K +1,542 +519%
1C
1239
111 Capital
France
$987K -$544K -1,001 -36%
LAM
1240
Lewis Asset Management
California
$987K – – –
RCA
1241
Resonant Capital Advisors
Wisconsin
$987K +$142K +262 +17%
HWA
1242
Heritage Wealth Advisors
Virginia
$984K -$27.2K -50 -3%
SCP
1243
Stamos Capital Partners
California
$984K +$444K +817 +82%
CF
1244
Centaurus Financial
California
$984K +$5.98K +11 +0.6%
CCG
1245
Catalina Capital Group
California
$983K -$79.3K -146 -7%
HIP
1246
Harrell Investment Partners
Texas
$980K +$980K +1,803 New
MUAMU
1247
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$978K -$109K -200 -10%
VWM
1248
Venturi Wealth Management
Texas
$975K +$42.9K +79 +5%
CWA
1249
Consilium Wealth Advisory
Texas
$975K +$975K +1,794 New
QWP
1250
Quotient Wealth Partners
Texas
$973K +$80.4K +148 +9%
48 49
50
51 52