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 %
AL
1601
Arnhold LLC
New York
$435K – – –
AGP
1602
Autumn Glory Partners
Texas
$434K – – –
FAT
1603
First American Trust
California
$434K -$3.26K -6 -0.7%
FFA
1604
First Foundation Advisors
California
$433K +$165K +303 +61%
GIP
1605
Granite Investment Partners
California
$433K +$15.2K +28 +4%
NHT
1606
New Hampshire Trust
New Hampshire
$433K +$50.5K +93 +13%
AWP
1607
Avid Wealth Partners
Texas
$433K +$433K +796 New
FFA
1608
Founders Financial Alliance
North Carolina
$431K +$3.8K +7 +0.9%
DG
1609
DMC Group
Alabama
$431K -$24.5K -45 -5%
ACM
1610
Advance Capital Management
Michigan
$431K -$5.98K -11 -1%
MA
1611
MONECO Advisors
Connecticut
$430K -$152K -279 -26%
CWM
1612
Cornerstone Wealth Management
Missouri
$427K +$89.7K +165 +27%
MCWS
1613
McKinley Carter Wealth Services
West Virginia
$425K +$1.63K +3 +0.4%
MC
1614
Middleton & Co
Massachusetts
$425K – – –
CWP
1615
Capital Wealth Planning
Florida
$424K +$47.8K +88 +13%
JFGIW
1616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$421K +$107K +197 +34%
WPW
1617
Waldron Private Wealth
Pennsylvania
$418K -$98.4K -181 -19%
GFP
1618
Gryphon Financial Partners
Ohio
$418K +$39.1K +72 +10%
TVM
1619
True Vision MN
Minnesota
$416K +$12K +22 +3%
CWG
1620
Cornerstone Wealth Group
North Carolina
$415K +$69.5K +128 +20%
SAI
1621
Savvy Advisors Inc
New York
$414K +$117K +216 +40%
CNBT
1622
Canandaigua National Bank & Trust
New York
$411K – – –
SF
1623
SWP Financial
California
$411K – – –
STA
1624
Smith Thornton Advisors
Alabama
$411K +$411K +756 New
FWM
1625
Finer Wealth Management
Massachusetts
$409K – – –
63 64
65
66 67