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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 %
RA
1526
Riversedge Advisors
Delaware
$506K +$35.3K +65 +7%
CI
1527
Carroll Investors
South Carolina
$506K +$159K +293 +46%
OL
1528
OneFund LLC
Florida
$505K -$2.72K -5 -0.5%
SCP
1529
Sivia Capital Partners
California
$504K +$18.5K +34 +4%
MAG
1530
MRA Advisory Group
New Jersey
$504K +$109K +200 +27%
LJHT
1531
Laurie J. Hall Trustee
$503K – – –
SAM
1532
S.A. Mason
Michigan
$503K +$234K +430 +87%
CG
1533
Clarus Group
Texas
$499K +$16.3K +30 +3%
VPP
1534
Vertex Planning Partners
Illinois
$498K +$11.4K +21 +2%
WN
1535
Williams & Novak
California
$498K +$498K +917 New
PPWM
1536
Perissos Private Wealth Management
Oklahoma
$498K – – –
MAWA
1537
Moss Adams Wealth Advisors
Washington
$498K +$17.4K +32 +4%
VCA
1538
Verdence Capital Advisors
Maryland
$497K +$10.9K +20 +2%
YWM
1539
Yukon Wealth Management
Kansas
$497K +$6.52K +12 +1%
A
1540
Argentarii
Ohio
$496K -$5.98K -11 -1%
SN
1541
Sittner & Nelson
Oregon
$495K – – –
LCGC
1542
Legacy Capital Group California
California
$495K +$495K +910 New
FDS
1543
First Dallas Securities
Texas
$489K – – –
NAMP
1544
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$489K – – –
NFG
1545
Nations Financial Group
Iowa
$489K +$6.52K +12 +1%
SMF
1546
Scott Marsh Financial
Utah
$487K +$487K +896 New
LJAC
1547
L.J. Altfest & Co
New York
$485K -$101K -185 -17%
BWP
1548
Burling Wealth Partners
Illinois
$485K -$93.5K -172 -16%
TBWA
1549
Three Bridge Wealth Advisors
California
$485K +$485K +892 New
FFG
1550
Fiduciary Financial Group
California
$484K -$5.38K -10 -1%
60 61
62
63 64