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Intuitive Surgical
ISRG

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: 2,265 → 2,110 (-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: 68 → 49 (-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

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$666M
2
Amundi
Amundi
France
+$355M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$335M
4
Jane Street
Jane Street
New York
+$320M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$296M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.76B
3
BC
Broadwater Capital
Massachusetts
-$1.5B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$625M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$623M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1301
Blue Edge Capital
Virginia
$651K – – –
AWAU
1302
Alliance Wealth Advisors (Utah)
Utah
$650K +$158K +330 +29%
PPC
1303
Park Place Capital
Alabama
$649K -$1.44K -3 -0.2%
WGC
1304
Watts Gwilliam & Co
Arizona
$649K +$39.4K +82 +6%
QC
1305
Quent Capital
New York
$645K +$7.2K +15 +1%
FI
1306
Finivi Inc
Massachusetts
$644K -$6.72K -14 -1%
CCG
1307
Cypress Capital Group
Florida
$644K -$960 -2 -0.1%
CCMG
1308
Clark Capital Management Group
Pennsylvania
$644K +$62.4K +130 +10%
AWM
1309
Arista Wealth Management
Nevada
$643K – – –
KHCM
1310
Kirtland Hills Capital Management
Ohio
$643K -$18.2K -38 -3%
ICP
1311
Interchange Capital Partners
Pennsylvania
$639K +$140K +291 +26%
LCWP
1312
Legacy Capital Wealth Partners
Arkansas
$639K +$55.7K +116 +9%
BOS
1313
Bank of Stockton
California
$638K +$94.5K +197 +16%
SF
1314
Seek First
California
$637K – – –
AZ
1315
Alpha Zero
Florida
$636K -$95K -198 -12%
AWM
1316
Ariadne Wealth Management
California
$635K +$13.4K +28 +3%
PG
1317
Patten Group
Tennessee
$635K +$681K +1,420 New
CGL
1318
Clarius Group LLC
Washington
$635K +$65.7K +137 +11%
GIC
1319
Generali Investments CEE
Czech Republic
$633K -$48K -100 -7%
ALAM
1320
Asahi Life Asset Management
Japan
$633K +$50.9K +106 +8%
CCA
1321
Coign Capital Advisors
Utah
$631K +$70.5K +147 +12%
SFA
1322
Souders Financial Advisors
Ohio
$628K -$101K -211 -13%
PWP
1323
Private Wealth Partners
California
$628K -$25K -52 -4%
FBB
1324
Fulton Breakefield Broenniman
Maryland
$628K +$31.2K +65 +5%
TA
1325
TFB Advisors
Kansas
$627K -$211K -439 -23%
51 52
53
54 55

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.