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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 %
PB
1776
Pinnacle Bancorp
Nebraska
$289K +$11.4K +21 +4%
PWA
1777
Provenance Wealth Advisors
Florida
$289K +$104K +191 +56%
SIC
1778
SFE Investment Counsel
California
$286K -$13.6K -25 -5%
SWA
1779
Strategies Wealth Advisors
Michigan
$285K -$107K -197 -27%
MPM
1780
MBB Public Markets
Illinois
$285K -$63.6K -117 -18%
CIS
1781
Continental Investors Services
Washington
$285K +$2.72K +5 +1%
NAMNJ
1782
NorthStar Asset Management (New Jersey)
New Jersey
$284K +$39.7K +73 +16%
RFA
1783
Register Financial Advisors
Georgia
$283K +$60.9K +112 +27%
MCM
1784
Mengis Capital Management
Oregon
$283K – – –
OWCM
1785
One Wealth Capital Management
Arizona
$283K -$15.2K -28 -5%
SLC
1786
Second Line Capital
Louisiana
$283K +$50.5K +93 +22%
FHWM
1787
Fox Hill Wealth Management
Massachusetts
$279K -$2.52M -4,640 -90%
JCM
1788
Jacobi Capital Management
Pennsylvania
$278K +$278K +512 New
NCM
1789
Novare Capital Management
North Carolina
$277K – – –
GAM
1790
Gemmer Asset Management
California
$277K +$5.98K +11 +2%
DWG
1791
Darden Wealth Group
Michigan
$277K +$277K +510 New
ADL
1792
Asset Dedication LLC
California
$277K +$9.78K +18 +4%
AWM
1793
Aries Wealth Management
Maine
$276K -$12.5K -23 -4%
FG
1794
Foster Group
Iowa
$276K +$276K +508 New
AWM
1795
Abound Wealth Management
Tennessee
$276K -$1.09K -2 -0.4%
SWM
1796
SFG Wealth Management
Maryland
$276K – – –
QWM
1797
Quaker Wealth Management
New Jersey
$275K +$275K +506 New
AC
1798
Allstate Corporation
Illinois
$274K -$5.98M -10,998 -96%
AF
1799
Apexium Financial
Texas
$274K +$17.4K +32 +7%
HTC
1800
Haverford Trust Company
Pennsylvania
$274K +$274K +504 New
70 71
72
73 74