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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
29.83%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.89%
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
$746M
2
Vanguard Group
Vanguard Group
Pennsylvania
$18.1B
3
Jennison Associates
Jennison Associates
New York
$1.7B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.13B
5
Bessemer Group
Bessemer Group
New Jersey
$428M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.17B
4
Amundi
Amundi
France
$1.35B
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1751
Procyon Advisors
Connecticut
$307K -$3.79M -6,969 -93%
HFP
1752
Holistic Financial Partners
Indiana
$307K +$4.35K +8 +1%
SIM
1753
Stratos Investment Management
Ohio
$306K +$306K +564 New
SFC
1754
Strategic Financial Concepts
Texas
$306K -$28.8K -53 -9%
GSWM
1755
Greenup Street Wealth Management
Michigan
$306K +$3.26K +6 +1%
OWA
1756
Opal Wealth Advisors
New York
$305K +$54.3K +100 +22%
WH
1757
Wallace Hart
Kentucky
$304K – – –
MMPW
1758
Mitchell McLeod Pugh & Williams
Alabama
$303K – – –
CFS
1759
Commonwealth Financial Services
West Virginia
$301K -$5.43K -10 -2%
WSWA
1760
Warren Street Wealth Advisors
California
$301K +$50.5K +93 +20%
TWM
1761
Topsail Wealth Management
North Carolina
$300K -$10.3K -19 -3%
RP
1762
Rice Partnership
Hawaii
$298K – – –
AI
1763
Arvest Investments
Arkansas
$297K +$297K +546 New
RIL
1764
Rothschild Investment LLC
Illinois
$296K -$8.7K -16 -3%
IA
1765
IFG Advisory
Georgia
$296K +$4.89K +9 +2%
NWM
1766
Northwest Wealth Management
Iowa
$295K – – –
CFS
1767
CRA Financial Services
New Jersey
$295K +$35.3K +65 +14%
CPA
1768
Capital Performance Advisors
California
$295K +$54.4K +100 +23%
SP
1769
Stonebrook Private
Michigan
$294K +$7.61K +14 +3%
SG
1770
Somerset Group
Minnesota
$293K – – –
IFU
1771
iSAM Funds (UK)
United Kingdom
$293K +$293K +539 New
WFA
1772
Wellspring Financial Advisors
Ohio
$292K +$292K +537 New
HKIMG
1773
Hutchens & Kramer Investment Management Group
Indiana
$292K -$14.5K -27 -5%
MCM
1774
MV Capital Management
Maryland
$289K – – –
PB
1775
Pinnacle Bancorp
Nebraska
$289K +$11.4K +21 +4%
69 70
71
72 73