ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

2,225 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, 697 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,225
Holders Change
+67
Holders Change %
+3.1%
% 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
697
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 %
SP
1726
Successful Portfolios
Florida
$327K – – –
VFG
1727
V2 Financial group
Illinois
$326K – – –
RSS
1728
Rosenblum Silverman Sutton
California
$326K – – –
SCA
1729
Southern Capital Advisors
Tennessee
$326K – – –
VI
1730
Versor Investments
New York
$325K +$325K +598 New
WPA
1731
West Paces Advisors
Georgia
$323K – – –
WA
1732
Wambolt & Associates
Colorado
$323K -$28K -52 -8%
LIM
1733
Letson Investment Management
Georgia
$322K – – –
TWA
1734
TCI Wealth Advisors
Arizona
$321K -$4.89K -9 -2%
BCM
1735
Becker Capital Management
Oregon
$321K – – –
ST
1736
Smithfield Trust
Pennsylvania
$321K – – –
CIS
1737
Custom Index Systems
New York
$321K -$83.1K -153 -21%
AWM
1738
Aviso Wealth Management
Washington
$320K +$2.72K +5 +0.9%
WC
1739
Whitney & Co
New York
$319K -$94K -173 -23%
PCM
1740
Princeton Capital Management
New Jersey
$319K +$97.8K +180 +44%
Alyeska Investment Group
1741
Alyeska Investment Group
Illinois
$318K -$164M -302,099 -100%
EGWAG
1742
Elwood & Goetz Wealth Advisory Group
Georgia
$315K -$7.61K -14 -2%
AA
1743
Armis Advisers
Georgia
$314K +$314K +614 New
BFS
1744
BridgePort Financial Solutions
Iowa
$313K -$4.35K -8 -1%
TSW
1745
Thompson Siegel & Walmsley
Virginia
$313K – – –
WCFA
1746
Walkner Condon Financial Advisors
Wisconsin
$311K +$50K +92 +19%
BWM
1747
BlackDiamond Wealth Management
New York
$311K +$35K +65 +13%
EC
1748
EdgeRock Capital
Colorado
$311K +$27.1K +50 +10%
HPM
1749
Hoxton Planning & Management
West Virginia
$309K -$4.89K -9 -2%
FA
1750
FDx Advisors
Illinois
$309K -$1.09K -2 -0.4%
68 69
70
71 72