ISRG icon

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 %
FWA
1551
FSM Wealth Advisors
Ohio
$483K +$191K +357 +65%
IFA
1552
Index Fund Advisors
California
$483K +$240K +441 +99%
LA
1553
LexAurum Advisors
Kansas
$480K -$20.7K -38 -4%
HFS
1554
Howard Financial Services
Texas
$480K +$7.06K +13 +1%
BWP
1555
BSW Wealth Partners
Colorado
$479K +$1.63K +3 +0.3%
LAM
1556
LECAP Asset Management
United Kingdom
$478K -$1.47M -2,712 -76%
WAOTB
1557
Wealth Advisors of Tampa Bay
Florida
$477K +$51.6K +95 +12%
SAM
1558
Secure Asset Management
Michigan
$475K -$228K -419 -32%
RBC
1559
Romano Brothers & Co
Illinois
$475K +$475K +874 New
CCMI
1560
Creative Capital Management Investments
California
$474K – – –
MC
1561
Martin Currie
United Kingdom
$474K -$1.16M -2,131 -71%
BA
1562
Bridgewater Advisors
New York
$473K +$29.8K +60 +7%
DA
1563
Drake & Associates
Wisconsin
$473K +$159K +293 +51%
GPW
1564
Gentry Private Wealth
Kansas
$472K -$4.35K -8 -0.9%
FAIM
1565
Financial Advocates Investment Management
Washington
$470K -$464K -854 -50%
CA
1566
Callahan Advisors
Texas
$470K +$1.09K +2 +0.2%
FF
1567
Foronjy Financial
California
$469K +$469K +863 New
MEAC
1568
M.E. Allison & Co
Texas
$467K – – –
RB
1569
Renasant Bank
Mississippi
$467K +$3.8K +7 +0.8%
Financial Engines Advisors
1570
Financial Engines Advisors
California
$466K +$466K +857 New
FFA
1571
Fortune Financial Advisors
Kansas
$465K +$72.3K +133 +18%
HIC
1572
Holderness Investments Company
North Carolina
$464K +$8.15K +15 +2%
WMA
1573
Wealth Management Associates
New Jersey
$461K – – –
FFA
1574
Fragasso Financial Advisors
Pennsylvania
$461K +$77.7K +143 +20%
AB
1575
Atlas Brown
Kentucky
$460K -$37K -68 -7%
61 62
63
64 65