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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 %
MYIA
1251
Mount Yale Investment Advisors
Colorado
$973K +$668K +1,229 +219%
LOIM
1252
Liberty One Investment Management
Illinois
$971K -$40.8K -75 -4%
PCA
1253
Pallas Capital Advisors
Massachusetts
$970K +$66.8K +123 +7%
AA
1254
Alta Advisers
United Kingdom
$968K +$54.3K +100 +6%
CCC
1255
Compass Capital Corp
Massachusetts
$962K +$355K +708 +58%
AI
1256
AXS Investments
New York
$960K +$421K +775 +78%
PTC
1257
Private Trust Company
Ohio
$956K +$183K +337 +24%
EWA
1258
EverSource Wealth Advisors
Alabama
$951K +$221K +406 +30%
SIM
1259
Sentry Investment Management
Wisconsin
$951K -$33.2K -63 -3%
SPA
1260
Sherbrooke Park Advisers
New York
$950K +$384K +707 +68%
LA
1261
LVW Advisors
New York
$943K +$102K +187 +12%
TSWM
1262
Tyler-Stone Wealth Management
Ohio
$938K -$1.63K -3 -0.2%
AIM
1263
Aigen Investment Management
New York
$934K +$540K +994 +137%
RCA
1264
Roberts Capital Advisors
Colorado
$934K – – –
MFS
1265
Monetta Financial Services
Illinois
$924K – – –
AWM
1266
Avior Wealth Management
Nebraska
$924K +$208K +382 +29%
SCI
1267
Stableford Capital II
Arizona
$924K +$924K +1,863 New
ATFA
1268
All Terrain Financial Advisors
Minnesota
$923K – – –
WPC
1269
Waters Parkerson & Co
Louisiana
$923K +$54.3K +100 +6%
CCA
1270
Childress Capital Advisors
Texas
$920K +$76.6K +141 +9%
FMP
1271
Financial Management Professionals
Texas
$917K -$3.8K -7 -0.4%
SCM
1272
Stevens Capital Management
Pennsylvania
$912K -$609K -1,121 -40%
PCM
1273
Prelude Capital Management
New York
$901K -$113K -208 -11%
PPWM
1274
Paragon Private Wealth Management
Kentucky
$900K +$120K +220 +15%
MMCM
1275
Murphy & Mullick Capital Management
New York
$900K – – –
49 50
51
52 53