We are live on ! Find out more
ISRG icon

Intuitive Surgical

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: 2,2652,110 (-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: 6849 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1376
Investmark Advisory Group
Connecticut
$555K
CF
1377
Claris Financial
Virginia
$552K +$37.9K +79 +7%
MA
1378
MJP Associates
Connecticut
$547K +$33.6K +70 +6%
VCA
1379
Verdence Capital Advisors
Maryland
$547K +$37K +77 +8%
SPC
1380
Spirepoint Private Client
Florida
$547K +$38.4K +80 +7%
CP
1381
Canopy Partners
Ohio
$546K -$480 -1 -0.1%
JSC
1382
Jackson Square Capital
California
$543K
TC
1383
Trust Company
Kansas
$542K -$4.32K -9 -0.7%
BA
1384
Bridgewater Advisors
New York
$542K +$17.8K +37 +4%
PTC
1385
Private Trust Company
Ohio
$538K -$267K -556 -32%
MWP
1386
Meriwether Wealth & Planning
Louisiana
$538K +$28.3K +59 +5%
LFAS
1387
Level Four Advisory Services
Texas
$538K +$110K +229 +23%
PCI
1388
Planning Center Inc
Illinois
$537K
CM
1389
Castleark Management
Illinois
$537K -$43.4M -90,499 -99%
SIA
1390
SGL Investment Advisors
Montana
$536K +$112K +233 +31%
PWS
1391
Peloton Wealth Strategists
Indiana
$535K +$96.5K +201 +20%
YC
1392
Yarbrough Capital
Tennessee
$532K
AF
1393
Advisornet Financial
Minnesota
$531K -$40.3K -84 -7%
FC
1394
Financial Consulate
Maryland
$529K +$568K +1,183 New
AC
1395
AlphaCore Capital
California
$527K +$43.7K +91 +8%
NAS
1396
Nicolet Advisory Services
Wisconsin
$526K +$6.72K +14 +1%
OFP
1397
OLIO Financial Planning
Virginia
$525K
EAM
1398
Empirical Asset Management
Massachusetts
$525K -$201K -418 -26%
SG
1399
StoneX Group
New York
$525K +$57.1K +119 +11%
VC
1400
Veery Capital
Delaware
$524K

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.