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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 %
OWP
1851
Obermeyer Wealth Partners
Colorado
$247K +$9.78K +18 +4%
BAM
1852
Berkshire Asset Management
Pennsylvania
$246K – – –
OP
1853
ORG Partners
Indiana
$245K +$53.3K +99 +28%
BIM
1854
Breakwater Investment Management
Washington
$245K – – –
MCM
1855
Monument Capital Management
Virginia
$245K +$245K +451 New
HWM
1856
Heirloom Wealth Management
Colorado
$245K -$7.61K -14 -3%
WFG
1857
Wills Financial Group
Virginia
$245K – – –
FPW
1858
Flagship Private Wealth
Massachusetts
$245K +$245K +450 New
SFP
1859
Sandbox Financial Partners
Maryland
$244K +$244K +448 New
BSSFA
1860
Baron Silver Stevens Financial Advisors
Florida
$243K +$243K +448 New
TWM
1861
Tripletail Wealth Management
Florida
$243K +$243K +517 New
COCM
1862
Charter Oak Capital Management
New Hampshire
$243K -$5.43K -10 -2%
MWM
1863
Marion Wealth Management
Pennsylvania
$242K +$19.6K +36 +9%
VCM
1864
Vivaldi Capital Management
Illinois
$242K +$242K +446 New
CAL
1865
Capital Analysts LLC
Pennsylvania
$242K +$9.79K +18 +4%
BOPW
1866
Brandywine Oak Private Wealth
Pennsylvania
$241K -$543 -1 -0.2%
FOA
1867
Five Oceans Advisors
California
$240K +$1.63K +3 +0.7%
CWA
1868
Consilio Wealth Advisors
Washington
$240K -$1.6K -3 -0.7%
MWA
1869
Motive Wealth Advisors
Michigan
$239K +$17.9K +33 +8%
CMP
1870
Courage Miller Partners
Virginia
$238K – – –
BCP
1871
Blue Chip Partners
Michigan
$237K +$237K +437 New
GGA
1872
Granite Group Advisors
Connecticut
$237K -$111K -205 -32%
QPWM
1873
Quadrant Private Wealth Management
Pennsylvania
$236K -$33.7K -62 -12%
MAC
1874
Mason & Associates (California)
California
$236K -$15.2K -28 -6%
AWP
1875
Abacus Wealth Partners
California
$236K +$236K +434 New
73 74
75
76 77