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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
29.82%
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 %
VWA
1476
Visionary Wealth Advisors
Illinois
$560K +$46.7K +86 +9%
AWM
1477
Atticus Wealth Management
Florida
$560K +$274K +505 +96%
SAI
1478
Systematic Alpha Investments
New Jersey
$559K – – –
BMWS
1479
Brady Martz Wealth Solutions
North Dakota
$557K -$3.26K -6 -0.6%
PNAA
1480
Pictet North America Advisors
Switzerland
$556K -$13.6K -25 -2%
DBRC
1481
D.B. Root & Company
Pennsylvania
$554K +$93.5K +172 +20%
BWP
1482
BlueStem Wealth Partners
Minnesota
$552K +$2.72K +5 +0.5%
ILI
1483
Invesco LLC (Illinois)
Illinois
$549K -$47.8K -88 -8%
AWE
1484
Avidian Wealth Enterprises
Texas
$549K +$12K +22 +2%
4WM
1485
44 Wealth Management
Oregon
$548K -$56K -103 -9%
GCP
1486
GSA Capital Partners
United Kingdom
$548K +$548K +1,008 New
WPW
1487
Warther Private Wealth
Ohio
$547K -$59.2K -109 -10%
TCM
1488
Tufton Capital Management
Maryland
$545K – – –
VFA
1489
Voya Financial Advisors
Connecticut
$545K -$29.9K -56 -5%
HGA
1490
Hobbs Group Advisors
South Carolina
$544K – – –
SFO
1491
Stokes Family Office
Louisiana
$543K +$1.09K +2 +0.2%
CI
1492
Clal Insurance
Israel
$543K – – –
TA
1493
TFG Advisers
Michigan
$542K +$33.7K +62 +7%
NL
1494
Navalign LLC
California
$541K -$73.4K -135 -12%
PWS
1495
Peloton Wealth Strategists
Indiana
$541K +$541K +995 New
GIA
1496
Guyasuta Investment Advisors
Pennsylvania
$540K +$1.63K +3 +0.3%
AIA
1497
AIMZ Investment Advisors
California
$538K – – –
VA
1498
Valmark Advisers
Ohio
$537K +$3.8K +7 +0.7%
EPIME
1499
Evelyn Partners Investment Management (Europe)
$536K -$1.45M -2,529 -73%
PCS
1500
Personal CFO Solutions
New Jersey
$536K -$134K -246 -20%
58 59
60
61 62