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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 %
FP
1451
Financial Perspectives
Minnesota
$593K – – –
HA
1452
Huntleigh Advisors
Missouri
$593K +$52.2K +96 +10%
FA
1453
Fountainhead AM
New Jersey
$591K +$2.17K +4 +0.4%
AC
1454
AlphaCore Capital
California
$591K +$171K +314 +41%
IP
1455
Investment Partners
Ohio
$589K -$5.43K -10 -0.9%
FAG
1456
Fortitude Advisory Group
Washington
$589K +$14.7K +27 +3%
KA
1457
Kovack Advisors
Florida
$587K +$3.26K +6 +0.6%
TCWM
1458
Total Clarity Wealth Management
Illinois
$586K +$178K +328 +44%
HI
1459
Humankind Investments
New York
$585K +$118K +218 +25%
BI
1460
BlueSpruce Investments
Illinois
$583K +$583K +1,073 New
CBA
1461
Coastal Bridge Advisors
Connecticut
$583K -$61.9K -114 -10%
NGA
1462
Naples Global Advisors
Florida
$579K +$3.26K +6 +0.6%
BWA
1463
Bordeaux Wealth Advisors
California
$578K +$5.98K +11 +1%
AIM
1464
Advyzon Investment Management
Illinois
$577K -$38.6K -71 -6%
EWM
1465
Evercore Wealth Management
New York
$576K +$1.63K +3 +0.3%
MSE
1466
MUFG Securities EMEA
United Kingdom
$575K +$575K +1,059 New
LSA
1467
Lion Street Advisors
Texas
$573K +$86.4K +159 +18%
JFG
1468
Jefferies Financial Group
New York
$573K -$2.14M -3,930 -79%
SG
1469
StoneX Group
New York
$573K +$50K +92 +10%
NAS
1470
Nicolet Advisory Services
Wisconsin
$570K +$17.4K +36 +3%
Capital International Investors
1471
Capital International Investors
California
$570K +$570K +1,068 New
IIM
1472
Ipswich Investment Management
Massachusetts
$569K – – –
AI
1473
Accredited Investors
Minnesota
$565K – – –
PAM
1474
Palisade Asset Management
Minnesota
$564K – – –
CRI
1475
Colonial River Investments
Virginia
$563K +$563K +1,071 New
57 58
59
60 61