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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 %
JSC
1401
Jackson Square Capital
California
$660K -$17.9K -33 -3%
CP
1402
Clarendon Private
Massachusetts
$659K +$61.9K +114 +10%
TPM
1403
Triasima Portfolio Management
Quebec, Canada
$659K -$148K -273 -18%
MWM
1404
Modern Wealth Management
Kansas
$658K +$107K +196 +19%
HH
1405
HWG Holdings
Texas
$653K -$2.27M -4,185 -78%
PCI
1406
Planning Center Inc
Illinois
$653K – – –
Koshinski Asset Management
1407
Koshinski Asset Management
Illinois
$653K -$8.08K -107 -1%
BC
1408
Belmont Capital
California
$652K – – –
B
1409
Bailard
California
$651K -$4.89K -9 -0.7%
KA
1410
Kercheville Advisors
Texas
$649K -$70.6K -130 -10%
GSIAS
1411
Garden State Investment Advisory Services
New Jersey
$647K +$75.5K +139 +13%
YC
1412
Yarbrough Capital
Tennessee
$647K – – –
GCM
1413
Genus Capital Management
British Columbia, Canada
$642K -$330K -607 -34%
GFG
1414
Goldstone Financial Group
Illinois
$641K +$185K +340 +41%
IP
1415
Ignite Planners
California
$639K +$51.9K +100 +9%
OFP
1416
OLIO Financial Planning
Virginia
$639K – – –
VWM
1417
Vigilare Wealth Management
Arizona
$638K +$222K +408 +53%
VC
1418
Veery Capital
Delaware
$636K -$7.61K -14 -1%
AA
1419
Apriem Advisors
California
$635K – – –
EDRH
1420
Edmond de Rothschild Holding
Switzerland
$634K +$102K +187 +19%
CF
1421
Claris Financial
Virginia
$628K +$19K +35 +3%
MA
1422
MJP Associates
Connecticut
$627K +$19.6K +36 +3%
ZIC
1423
ZWJ Investment Counsel
Georgia
$625K +$31K +57 +5%
MWP
1424
Meriwether Wealth & Planning
Louisiana
$622K +$66.3K +122 +12%
AAS
1425
Ameritas Advisory Services
Nebraska
$622K -$315K -580 -34%
55 56
57
58 59