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 %
CCMG
1376
Clark Capital Management Group
Pennsylvania
$712K +$15.2K +28 +2%
WWM
1377
Wolff Wiese Magana
California
$707K +$27.7K +51 +4%
WFI
1378
West Family Investments
California
$705K +$199K +366 +39%
SS
1379
Sunbelt Securities
Texas
$699K -$29.8K -57 -4%
CWM
1380
Connecticut Wealth Management
Connecticut
$698K +$62.5K +115 +10%
CGL
1381
Clarius Group LLC
Washington
$697K -$409K -752 -37%
Westfield Capital Management
1382
Westfield Capital Management
Massachusetts
$696K -$575K -1,059 -45%
GBT
1383
Grove Bank & Trust
Florida
$696K +$5.43K +10 +0.8%
TWM
1384
Trueblood Wealth Management
Ohio
$695K – – –
AF
1385
Advisornet Financial
Minnesota
$691K -$6.52K -12 -0.9%
EA
1386
Everpar Advisors
Oklahoma
$689K +$13.6K +25 +2%
CCA
1387
Coign Capital Advisors
Utah
$686K +$10.9K +20 +2%
GSEP
1388
Golden State Equity Partners
California
$686K +$29.3K +54 +4%
HWA
1389
HCR Wealth Advisors
California
$683K +$36.4K +67 +6%
NWAG
1390
Net Worth Advisory Group
Utah
$682K -$543 -1 -0.1%
ACG
1391
Allen Capital Group
Nebraska
$682K +$358K +659 +111%
FBFS
1392
First Business Financial Services
Wisconsin
$680K – – –
PFG
1393
Prosperity Financial Group
California
$676K +$21.7K +40 +3%
IAG
1394
Investmark Advisory Group
Connecticut
$674K – – –
OAM
1395
Occidental Asset Management
California
$670K +$8.15K +15 +1%
BOS
1396
Bank of Stockton
California
$668K – – –
BIG
1397
Brookwood Investment Group
Arizona
$666K -$99.4K -183 -13%
CP
1398
Canopy Partners
Ohio
$664K +$218K +401 +49%
TC
1399
Trust Company
Kansas
$664K – – –
SA
1400
Sylvest Advisors
Texas
$662K -$277K -510 -29%
54 55
56
57 58