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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 %
GTAM
1351
Global Trust Asset Management
Florida
$754K +$231K +425 +44%
TFGT
1352
TS Financial Group (TSFG)
Illinois
$750K – – –
LJCM
1353
Lee Johnson Capital Management
Texas
$747K -$4M -7,365 -84%
UWPG
1354
Ullmann Wealth Partners Group
Florida
$746K +$25K +46 +3%
SC
1355
Saiph Capital
New Jersey
$745K +$235K +432 +46%
VCM
1356
Virtue Capital Management
Tennessee
$744K -$29.9K -55 -4%
RMC
1357
Resources Management Corp
Connecticut
$744K +$10.9K +20 +1%
CCA
1358
Cobblestone Capital Advisors
New York
$742K -$5.43K -10 -0.7%
WB
1359
WesBanco Bank
West Virginia
$740K -$78.3K -144 -10%
OC
1360
Oarsman Capital
Wisconsin
$738K +$48.9K +90 +7%
MWM
1361
Mindset Wealth Management
Indiana
$736K +$9.24K +17 +1%
ECA
1362
Elevated Capital Advisors
Utah
$735K – – –
MWM
1363
Modera Wealth Management
New Jersey
$729K -$115K -212 -14%
FBB
1364
Fulton Breakefield Broenniman
Maryland
$727K +$3.26K +6 +0.5%
CFG
1365
Cooper Financial Group
California
$724K +$45.1K +83 +7%
CPIA
1366
Cornell Pochily Investment Advisors
New York
$722K +$76.1K +140 +12%
LSA
1367
Lansing Street Advisors
Pennsylvania
$718K +$273K +503 +61%
GGS
1368
Galvin Gaustad & Stein
Arizona
$717K +$163K +300 +29%
BTWM
1369
Baker Tilly Wealth Management
Wisconsin
$716K -$12.5K -23 -2%
TFM
1370
TFC Financial Management
Massachusetts
$716K – – –
GLAM
1371
Gardner Lewis Asset Management
Pennsylvania
$715K +$324K +596 +83%
AIP
1372
Almanack Investment Partners
Pennsylvania
$713K +$713K +1,313 New
LCWP
1373
Legacy Capital Wealth Partners
Arkansas
$713K -$43.5K -80 -6%
APWM
1374
Argonautica Private Wealth Management
Massachusetts
$712K -$1.63K -3 -0.2%
ALAM
1375
Asahi Life Asset Management
Japan
$712K +$712K +1,310 New
53 54
55
56 57