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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 %
PWA
1776
Provenance Wealth Advisors
Florida
$289K +$104K +191 +56%
SIC
1777
SFE Investment Counsel
California
$286K -$13.6K -25 -5%
SWA
1778
Strategies Wealth Advisors
Michigan
$285K -$107K -197 -27%
MPM
1779
MBB Public Markets
Illinois
$285K -$63.6K -117 -18%
CIS
1780
Continental Investors Services
Washington
$285K +$2.72K +5 +1%
NAMNJ
1781
NorthStar Asset Management (New Jersey)
New Jersey
$284K +$39.7K +73 +16%
RFA
1782
Register Financial Advisors
Georgia
$283K +$60.9K +112 +27%
MCM
1783
Mengis Capital Management
Oregon
$283K – – –
OWCM
1784
One Wealth Capital Management
Arizona
$283K -$15.2K -28 -5%
SLC
1785
Second Line Capital
Louisiana
$283K +$50.5K +93 +22%
FHWM
1786
Fox Hill Wealth Management
Massachusetts
$279K -$2.52M -4,640 -90%
JCM
1787
Jacobi Capital Management
Pennsylvania
$278K +$278K +512 New
NCM
1788
Novare Capital Management
North Carolina
$277K – – –
GAM
1789
Gemmer Asset Management
California
$277K +$5.98K +11 +2%
DWG
1790
Darden Wealth Group
Michigan
$277K +$277K +510 New
ADL
1791
Asset Dedication LLC
California
$277K +$9.78K +18 +4%
AWM
1792
Aries Wealth Management
Maine
$276K -$12.5K -23 -4%
FG
1793
Foster Group
Iowa
$276K +$276K +508 New
AWM
1794
Abound Wealth Management
Tennessee
$276K -$1.09K -2 -0.4%
SWM
1795
SFG Wealth Management
Maryland
$276K – – –
QWM
1796
Quaker Wealth Management
New Jersey
$275K +$275K +506 New
AC
1797
Allstate Corporation
Illinois
$274K -$5.98M -10,998 -96%
AF
1798
Apexium Financial
Texas
$274K +$17.4K +32 +7%
HTC
1799
Haverford Trust Company
Pennsylvania
$274K +$274K +504 New
EAM
1800
Evanson Asset Management
California
$273K +$273K +503 New
70 71
72
73 74