ISRG icon

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 %
PWP
1326
Private Wealth Partners
California
$791K – – –
BEC
1327
Blue Edge Capital
Virginia
$791K +$791K +1,455 New
APP
1328
Avantax Planning Partners
Iowa
$785K +$159K +293 +25%
CCG
1329
Cypress Capital Group
Florida
$784K +$784K +1,443 New
II
1330
Impact Investors
California
$783K -$544 -1 -0.1%
RWPA
1331
Richard W. Paul & Associates
Michigan
$783K +$9.24K +17 +1%
PPC
1332
Park Place Capital
Alabama
$782K -$13.5K -25 -2%
DWM
1333
Drive Wealth Management
Utah
$782K +$102K +187 +15%
AWM
1334
Arista Wealth Management
Nevada
$781K +$781K +1,438 New
1W
1335
1776 Wealth
Georgia
$779K -$20.7K -38 -3%
MGIA
1336
Moneta Group Investment Advisors
Missouri
$776K -$8.15K -15 -1%
QC
1337
Quent Capital
New York
$776K +$40.2K +74 +5%
SEIA
1338
Signature Estate & Investment Advisors
California
$775K +$356K +655 +85%
SF
1339
Seek First
California
$774K – – –
DE
1340
Diversified Enterprises
Delaware
$771K +$64.1K +118 +9%
MPWT
1341
MassMutual Private Wealth & Trust
Connecticut
$766K +$83.1K +153 +12%
IWA
1342
IBEX Wealth Advisors
New Jersey
$764K +$764K +1,406 New
SFS
1343
Sharp Financial Services
Pennsylvania
$764K +$165K +304 +28%
SA
1344
Sovran Advisors
California
$763K +$376K +713 +97%
SP
1345
SWS Partners
Ohio
$760K +$29.9K +55 +4%
DWM
1346
Dogwood Wealth Management
Kansas
$760K +$73.8K +140 +11%
PJSIMP
1347
P.J. Schmidt Investment Management (PJS)
Wisconsin
$759K +$512K +942 +207%
CP
1348
Covenant Partners
Tennessee
$759K – – –
IC
1349
Iconiq Capital
California
$758K -$291K -535 -28%
MC
1350
Moors & Cabot
Massachusetts
$756K +$122K +225 +19%
52 53
54
55 56