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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 %
SIG
1801
Spinnaker Investment Group
California
$273K -$8.7K -16 -3%
FFA
1802
Fi3 Financial Advisors
Indiana
$273K +$40.2K +74 +17%
OAM
1803
Oxford Asset Management
United Kingdom
$272K -$866K -1,593 -76%
CCWM
1804
Correct Capital Wealth Management
Missouri
$272K – – –
Dodge & Cox
1805
Dodge & Cox
California
$272K – – –
HA
1806
Harbor Advisors
Florida
$272K – – –
FFA
1807
Florida Financial Advisors
Florida
$272K +$272K +500 New
CWIG
1808
Chung Wu Investment Group
Texas
$272K +$272K +500 New
PW
1809
PUREfi Wealth
Massachusetts
$271K +$19.6K +36 +8%
MWM
1810
MinichMacGregor Wealth Management
New York
$271K +$271K +498 New
KCPG
1811
Kavar Capital Partners Group
Kansas
$270K – – –
CWM
1812
Cherrydale Wealth Management
New Jersey
$270K +$18.5K +34 +7%
FAC
1813
Financial Advisory Corporation
Michigan
$269K – – –
MIFH
1814
Migdal Insurance & Financial Holdings
Israel
$268K -$5.43K -10 -2%
FWI
1815
Facet Wealth Inc
Maryland
$267K +$267K +555 New
WRPWM
1816
Werba Rubin Papier Wealth Management
California
$267K – – –
CFP
1817
Cascade Financial Partners
California
$266K – – –
SEP
1818
Southland Equity Partners
Missouri
$264K +$9.78K +18 +4%
MWM
1819
MGB Wealth Management
Texas
$264K +$264K +486 New
VBCG
1820
Valley Brook Capital Group
Pennsylvania
$264K -$13.6K -25 -5%
RDFA
1821
Ritter Daniher Financial Advisory
Ohio
$263K – – –
GFA
1822
Gallagher Fiduciary Advisors
Illinois
$263K +$263K +484 New
MFA
1823
Mayflower Financial Advisors
Massachusetts
$262K -$6.52K -12 -2%
PL
1824
Plancorp LLC
Missouri
$262K +$2.17K +4 +0.8%
TCM
1825
TABR Capital Management
California
$262K +$32.6K +60 +14%
71 72
73
74 75