We are live on ! Find out more
ISRG icon

Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1226
Catalina Capital Group
California
$798K -$11.5K -24 -1%
AA
1227
Alta Advisers
United Kingdom
$797K
GCM
1228
Graham Capital Management
Connecticut
$795K +$853K +1,778 New
IAN
1229
Integrated Advisors Network
Texas
$795K -$34.1K -71 -4%
SA
1230
Sovran Advisors
California
$789K +$19.7K +41 +3%
GLAM
1231
Gardner Lewis Asset Management
Pennsylvania
$783K +$209K +435 +33%
AWM
1232
Avior Wealth Management
Nebraska
$771K +$11K +23 +1%
TWP
1233
Total Wealth Planning
Ohio
$771K +$827K +1,723 New
RCA
1234
Roberts Capital Advisors
Colorado
$768K
FMLI
1235
Fukoku Mutual Life Insurance
Japan
$766K -$179K -373 -18%
HWA
1236
Heritage Wealth Advisors
Virginia
$761K -$52.3K -109 -6%
WPC
1237
Waters Parkerson & Co
Louisiana
$761K +$1.44K +3 +0.2%
ATFA
1238
All Terrain Financial Advisors
Minnesota
$760K
SCP
1239
Stamos Capital Partners
California
$759K -$54.2K -113 -6%
HI
1240
Harbour Investments
Wisconsin
$754K -$620K -1,291 -43%
BL
1241
BFSG LLC
California
$753K -$916K -1,909 -53%
FMP
1242
Financial Management Professionals
Texas
$750K -$4.8K -10 -0.6%
LAM
1243
L2 Asset Management
Massachusetts
$748K +$34.6K +72 +4%
LWMM
1244
Legacy Wealth Management (Mississippi)
Mississippi
$746K -$180K -375 -18%
CCA
1245
Childress Capital Advisors
Texas
$745K -$12.5K -26 -2%
SEIA
1246
Signature Estate & Investment Advisors
California
$744K +$114K +238 +17%
RCM
1247
RB Capital Management
Nevada
$744K +$31.7K +66 +4%
EFS
1248
Essex Financial Services
Connecticut
$735K +$14.4K +30 +2%
QWP
1249
Quotient Wealth Partners
Texas
$731K -$75.3K -157 -9%
DWM
1250
Dogwood Wealth Management
Kansas
$726K +$87.3K +182 +13%

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.