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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 %
LI
1826
LifeWealth Investments
Florida
$262K +$36.4K +67 +16%
OBWG
1827
Onyx Bridge Wealth Group
New York
$259K -$98.4K -181 -28%
BCM
1828
Boreal Capital Management
Florida
$259K +$259K +477 New
CFD
1829
Creative Financial Designs
Indiana
$259K -$1.63K -3 -0.6%
NAM
1830
NTV Asset Management
West Virginia
$259K – – –
MFC
1831
Morris Financial Concepts
South Carolina
$258K +$543 +1 +0.2%
HIIFS
1832
Harel Insurance Investments & Financial Services
Israel
$258K – – –
SWM
1833
Sagace Wealth Management
Florida
$257K +$257K +473 New
CSPIA
1834
Cary Street Partners Investment Advisory
Virginia
$256K +$43.5K +80 +20%
GPW
1835
Genesis Private Wealth
Virginia
$256K +$5.43K +10 +2%
AGC
1836
Aspen Grove Capital
Colorado
$256K +$256K +471 New
PIN
1837
Prudent Investors Network
California
$254K -$16.8K -31 -6%
PCP
1838
Perbak Capital Partners
United Kingdom
$254K +$254K +467 New
AW
1839
Alteri Wealth
California
$252K -$12.5K -23 -5%
SIMG
1840
Stephens Investment Management Group
Texas
$252K – – –
S
1841
Sunpointe
Missouri
$252K +$9.79K +18 +4%
PFGIA
1842
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +463 New
SC
1843
Seldon Capital
California
$251K – – –
CG
1844
CFO4Life Group
Texas
$251K +$14.1K +26 +6%
RWM
1845
Reston Wealth Management
Virginia
$251K +$19K +35 +8%
WG
1846
Welch Group
Alabama
$250K +$1.63K +3 +0.7%
JC
1847
JB Capital
Connecticut
$249K +$25.5K +47 +11%
CFFP
1848
Center for Financial Planning
Michigan
$249K – – –
WLIM
1849
White Lighthouse Investment Management
Massachusetts
$248K – – –
BCP
1850
Berkeley Capital Partners
Georgia
$248K +$12K +22 +5%
72 73
74
75 76