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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 %
VC
1626
Vestor Capital
Illinois
$409K -$1.39M -18,965 -77%
AT
1627
Arlington Trust
Alabama
$408K +$3.26K +6 +0.8%
CIC
1628
Carnegie Investment Counsel
Ohio
$408K +$47.8K +88 +13%
BC
1629
BIT Capital
Germany
$408K +$229K +421 +128%
TPWA
1630
TRUE Private Wealth Advisors
Oregon
$406K +$8.15K +15 +2%
WRM
1631
Weybosset Research & Management
Rhode Island
$405K – – –
GDP
1632
Great Diamond Partners
Maine
$404K +$32.6K +60 +9%
CIC
1633
Chilton Investment Company
Connecticut
$403K +$26.6K +49 +7%
BCM
1634
Bourgeon Capital Management
Connecticut
$402K -$310K -571 -44%
ML
1635
McAdam LLC
Pennsylvania
$401K +$37K +68 +10%
LFG
1636
Lockerman Financial Group
California
$401K +$401K +738 New
AWA
1637
AGH Wealth Advisors
Kansas
$400K +$59.2K +109 +17%
MFA
1638
Morling Financial Advisors
California
$400K -$16.8K -31 -4%
FC
1639
Fairscale Capital
New Hampshire
$400K +$38.5K +80 +11%
RSWM
1640
Robertson Stephens Wealth Management
California
$400K -$726K -1,337 -64%
VDI
1641
Vaughan David Investments
Illinois
$398K – – –
EWM
1642
Evermay Wealth Management
Virginia
$397K +$12K +22 +3%
RA
1643
Riverstone Advisors
Texas
$397K – – –
SIA
1644
SGL Investment Advisors
Montana
$396K +$20.6K +39 +5%
TW
1645
Traveka Wealth
California
$396K -$29.9K -55 -7%
CA
1646
Claro Advisors
Massachusetts
$395K -$252K -464 -39%
BBA
1647
BLB&B Advisors
Pennsylvania
$395K -$2.72K -5 -0.7%
RZH
1648
Relyea Zuckerberg Hanson
Connecticut
$395K +$77.7K +143 +24%
DTL
1649
Dynamic Technology Lab
Singapore
$394K +$394K +725 New
MFG
1650
Magnus Financial Group
New York
$394K – – –
64 65
66
67 68