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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 %
AW
1501
Avion Wealth
Texas
$534K +$11.9K +22 +2%
VCP
1502
Verus Capital Partners
Arizona
$534K -$18.5K -34 -3%
RF
1503
RHS Financial
California
$533K -$87.5K -161 -14%
AIM
1504
Acropolis Investment Management
Missouri
$533K -$3.26K -6 -0.6%
TSWM
1505
Triangle Securities Wealth Management
North Carolina
$533K – – –
RPC
1506
Rossmore Private Capital
Connecticut
$531K -$54.9K -101 -9%
LFAS
1507
Level Four Advisory Services
Texas
$530K +$63.6K +117 +14%
SCM
1508
Schnieders Capital Management
California
$529K +$146K +268 +38%
CWM
1509
Centurion Wealth Management
Virginia
$528K -$2.17K -4 -0.4%
AWM
1510
Ariadne Wealth Management
California
$528K -$45.8K -95 -8%
PWS
1511
Proactive Wealth Strategies
Georgia
$525K +$27.1K +50 +5%
CMS
1512
Capital Market Strategies
Florida
$524K -$48.4K -89 -8%
VCM
1513
Versant Capital Management
Arizona
$522K -$126K -232 -19%
AV
1514
Alamea Verwaltungs
New Jersey
$521K +$7.61K +14 +1%
PSP
1515
Principal Street Partners
Tennessee
$521K +$258K +474 +98%
BCA
1516
Bay Capital Advisors
Virginia
$520K -$45.1K -83 -8%
PFBT
1517
Parkside Financial Bank & Trust
Missouri
$519K +$57.1K +105 +12%
KWM
1518
KFG Wealth Management
Indiana
$519K +$5.43K +10 +1%
LWA
1519
Ledgewood Wealth Advisors
New Hampshire
$516K – – –
SGCA
1520
Steel Grove Capital Advisors
Tennessee
$516K +$516K +950 New
GB
1521
Goepper Burkhardt
South Carolina
$512K – – –
DP
1522
Dearborn Partners
Illinois
$510K +$5.98K +11 +1%
FWCM
1523
Ferguson Wellman Capital Management
Oregon
$509K -$57.6K -106 -10%
CSI
1524
Cross Staff Investments
New York
$509K – – –
FMTC
1525
Farmers & Merchants Trust Company
California
$508K +$32.6K +60 +7%
59 60
61
62 63