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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 %
IA
1651
IFC Advisors
California
$392K +$12.5K +23 +3%
LRWM
1652
Lord & Richards Wealth Management
Colorado
$392K +$106K +195 +37%
AT
1653
Avalon Trust
New Mexico
$392K – – –
OL
1654
Optas LLC
Texas
$391K -$1.09K -2 -0.3%
APW
1655
Austin Private Wealth
Texas
$391K -$41.3K -76 -10%
SMA
1656
Seven Mile Advisory
New Jersey
$391K +$13K +24 +3%
WKWM
1657
Walter & Keenan Wealth Management
Indiana
$391K +$59.8K +110 +18%
CCWM
1658
Cassaday & Co Wealth Management
Virginia
$390K +$47.8K +88 +14%
DF
1659
Dunhill Financial
United Kingdom
$389K -$544 -1 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
1660
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$388K -$28.7M -52,789 -99%
MSAM
1661
Moloney Securities Asset Management
Missouri
$385K -$343K -631 -47%
CPW
1662
Cove Private Wealth
New York
$385K +$130K +239 +51%
AHC
1663
Adell Harriman & Carpenter
Texas
$383K +$32.6K +60 +9%
LMKC
1664
L.M. Kohn & Company
Ohio
$383K +$383K +705 New
PA
1665
Promethium Advisors
Maryland
$380K – – –
PI
1666
Parkside Investments
Illinois
$380K – – –
ESB
1667
Essex Savings Bank
Connecticut
$375K +$2.17K +4 +0.6%
CBT
1668
Crews Bank & Trust
Florida
$375K – – –
IC
1669
Inscription Capital
Texas
$375K +$375K +690 New
WBC
1670
West Branch Capital
Massachusetts
$372K – – –
PFG
1671
Putney Financial Group
California
$371K – – –
EWM
1672
EPG Wealth Management
Georgia
$370K – – –
BB
1673
Burford Brothers
Texas
$370K +$2.17K +4 +0.6%
CA
1674
Cache Advisors
California
$368K – – –
FM
1675
Family Management
New York
$368K +$41.3K +76 +13%
65 66
67
68 69