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Intuitive Surgical
ISRG

Overview Fund Activity

2,224 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, 696 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,224
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
29.81%
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
696
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 %
CCFM
1276
Clear Creek Financial Management
Washington
$899K +$45.1K +83 +5%
GSWM
1277
Golden State Wealth Management
California
$898K -$56.5K -104 -6%
OHWP
1278
Oak Harbor Wealth Partners
North Carolina
$898K +$110K +203 +14%
KIA
1279
KCM Investment Advisors
California
$897K -$911K -1,676 -50%
EG
1280
Ellerson Group
Maryland
$897K – – –
ICCON
1281
Investment Counsel Company of Nevada
Nevada
$882K – – –
PHIC
1282
Pine Haven Investment Counsel
Massachusetts
$880K +$25.5K +47 +3%
SFA
1283
Souders Financial Advisors
Ohio
$878K -$198K -364 -18%
EFS
1284
Essex Financial Services
Connecticut
$877K +$4.35K +8 +0.5%
EW
1285
Evoke Wealth
California
$875K +$233K +428 +36%
LI
1286
LRI Investments
Florida
$875K +$205K +377 +31%
HFM
1287
Hartford Financial Management
Connecticut
$872K -$264K -486 -23%
OFS
1288
Orrstown Financial Services
Pennsylvania
$871K +$152K +280 +21%
LAM
1289
L2 Asset Management
Massachusetts
$870K +$39.7K +73 +5%
TPI
1290
Trust Point Inc
Wisconsin
$868K +$60.9K +112 +8%
OWM
1291
OneAscent Wealth Management
Alabama
$868K -$1.09K -2 -0.1%
RCM
1292
RB Capital Management
Nevada
$868K +$2.72K +5 +0.3%
WIA
1293
World Investment Advisors
California
$867K +$432K +796 +100%
SFI
1294
SPC Financial Inc
Maryland
$866K -$16.3K -30 -2%
EAM
1295
Empirical Asset Management
Massachusetts
$866K +$866K +1,593 New
First Manhattan
1296
First Manhattan
New York
$858K -$10.9K -20 -1%
NHC
1297
Nicholas Hoffman & Company
Georgia
$858K +$475K +875 +124%
TCM
1298
Teza Capital Management
Illinois
$858K +$109K +201 +15%
PWMAG
1299
Pinnacle Wealth Management Advisory Group
New Jersey
$853K +$44.6K +82 +6%
AO
1300
Advisor OS
Illinois
$850K +$27.2K +50 +3%
50 51
52
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