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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 %
FM
1301
Foster & Motley
Ohio
$848K +$10.9K +20 +1%
MSS
1302
Mitchell Sinkler & Starr
Pennsylvania
$840K +$67.9K +125 +9%
FHC
1303
First Heartland Consultants
Missouri
$840K -$3.26K -6 -0.4%
MMG
1304
Monetary Management Group
Missouri
$840K – – –
JWCA
1305
J.W. Coons Advisors
Ohio
$838K +$24.5K +45 +3%
PNC
1306
Park National Corp
Ohio
$836K -$4.35K -8 -0.5%
WI
1307
WrapManager Inc
California
$832K +$464K +853 +126%
CA
1308
Cambridge Advisors
Nebraska
$825K – – –
GIC
1309
Generali Investments CEE
Czech Republic
$824K +$373K +687 +83%
RFS
1310
Richardson Financial Services
Massachusetts
$821K +$634K +1,179 +340%
PWA
1311
Prairie Wealth Advisors
Nebraska
$819K – – –
KCM
1312
KRS Capital Management
Michigan
$815K -$9.78K -18 -1%
WA
1313
WBH Advisory
Maryland
$815K – – –
NIA
1314
NIA Impact Advisors
California
$815K – – –
EI
1315
Ellevest Inc
New York
$811K -$29.9K -55 -4%
WWM
1316
Waterway Wealth Management
Texas
$811K +$811K +1,493 New
ACP
1317
Aviance Capital Partners
Florida
$809K +$2.72K +5 +0.3%
CAM
1318
Cozad Asset Management
Illinois
$808K -$54.3K -100 -6%
GFP
1319
Guardian Financial Partners
California
$804K +$4.89K +9 +0.6%
KHCM
1320
Kirtland Hills Capital Management
Ohio
$802K +$59.8K +110 +8%
FFN
1321
Focus Financial Network
Minnesota
$800K +$66.3K +122 +9%
MA
1322
Mutual Advisors
Nebraska
$796K +$42.6K +86 +6%
B
1323
Birchbrook
Maine
$793K +$759K +1,396 +2,216%
FNBOH
1324
First National Bank of Hutchinson
Kansas
$792K -$13K -24 -2%
1IA
1325
1834 Investment Advisors
Wisconsin
$792K -$95.1K -175 -11%
51 52
53
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