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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 %
NG
1576
Novem Group
New York
$459K +$33.1K +61 +8%
RFW
1577
Rainier Family Wealth
Washington
$455K +$16.3K +30 +4%
GSC
1578
Ground Swell Capital
South Carolina
$453K +$453K +834 New
PWAM
1579
Private Wealth Asset Management
Iowa
$453K +$204K +376 +82%
T. Rowe Price Investment Management
1580
T. Rowe Price Investment Management
Maryland
$452K +$452K +830 New
SSWM
1581
Strait & Sound Wealth Management
California
$451K -$69K -127 -13%
YP
1582
YANKCOM Partnership
South Dakota
$449K +$8.7K +16 +2%
VAG
1583
VisionPoint Advisory Group
Texas
$449K +$449K +827 New
KCP
1584
Kera Capital Partners
California
$449K +$449K +826 New
NWM
1585
Napa Wealth Management
California
$447K -$40.2K -74 -8%
FBT
1586
First Bankers Trust
Kentucky
$447K +$19K +35 +4%
EWA
1587
Exencial Wealth Advisors
Oklahoma
$445K +$85.3K +157 +24%
FC
1588
Farringdon Capital
United Kingdom
$445K +$445K +818 New
VFA
1589
Values First Advisors
Tennessee
$444K -$7.06K -13 -2%
KIA
1590
Kraematon Investment Advisors
Massachusetts
$443K -$5.43K -10 -1%
SIA
1591
Soltis Investment Advisors
Utah
$443K +$94.5K +174 +27%
JGGDR
1592
JGP Global Gestao de Recursos
Brazil
$442K -$1.09K -2 -0.2%
AWM
1593
Ameliora Wealth Management
Switzerland
$439K +$248K +457 +131%
PTP
1594
Platform Technology Partners
New York
$438K +$43.5K +80 +11%
PWA
1595
Physician Wealth Advisors
Utah
$437K +$29.3K +54 +7%
GKFF
1596
George Kaiser Family Foundation
Oklahoma
$436K +$139K +256 +47%
PGCM
1597
Prescott Group Capital Management
Oklahoma
$436K +$139K +256 +47%
WAS
1598
WESPAC Advisors SoCal
California
$435K -$5.43K -10 -1%
PMG
1599
ProVise Management Group
Florida
$435K – – –
ACM
1600
Arcataur Capital Management
Wisconsin
$435K – – –
62 63
64
65 66