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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 %
DCM
1426
Driehaus Capital Management
Illinois
$622K -$142K -261 -19%
CH
1427
Cromwell Holdings
Wyoming
$622K – – –
SPC
1428
Spirepoint Private Client
Florida
$621K – – –
WMWM
1429
Whitaker-Myers Wealth Managers
Ohio
$620K +$620K +1,141 New
CSIC
1430
Clifford Swan Investment Counsel
California
$619K -$39.7K -73 -6%
TA
1431
TrueWealth Advisors
Alabama
$618K +$32.1K +59 +5%
ICP
1432
Interchange Capital Partners
Pennsylvania
$618K +$32.6K +60 +6%
IBOK
1433
Independence Bank of Kentucky
Kentucky
$616K +$97.3K +179 +19%
LTI
1434
Laffer Tengler Investments
Tennessee
$611K +$272K +500 +80%
AWAU
1435
Alliance Wealth Advisors (Utah)
Utah
$611K +$157K +289 +35%
LWM
1436
LJI Wealth Management
Indiana
$610K -$28.8K -53 -5%
KFA
1437
Kapstone Financial Advisors
Ohio
$610K – – –
JMFC
1438
J.M. Forbes & Co
Massachusetts
$609K – – –
CW
1439
Channel Wealth
California
$608K -$1.63K -3 -0.3%
ACM
1440
Aspen Capital Management
Idaho
$605K +$7.06K +13 +1%
FMN
1441
Financial Management Network
California
$604K +$1.63K +3 +0.3%
SCM
1442
SCS Capital Management
Massachusetts
$604K +$32.6K +60 +6%
SOS
1443
Silver Oak Securities
Tennessee
$603K -$536K -987 -47%
OCM
1444
One Capital Management
California
$603K -$49.5K -91 -8%
PPW
1445
Parcion Private Wealth
Washington
$601K -$79.3K -146 -12%
BHCM
1446
Brevan Howard Capital Management
Jersey
$600K +$600K +1,104 New
BFG
1447
Beacon Financial Group
Texas
$597K +$20.6K +38 +4%
MLA
1448
My Legacy Advisors
Oregon
$594K +$594K +1,130 New
SIMG
1449
Sonora Investment Management Group
Arizona
$594K +$16.8K +31 +3%
KA
1450
Klingman & Associates
New York
$594K +$138K +254 +30%
56 57
58
59 60