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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
1
Victory Capital Management
Texas
$746M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.1B
3
Jennison Associates
3
Jennison Associates
New York
$1.7B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.13B
5
Bessemer Group
5
Bessemer Group
New Jersey
$428M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.71B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.17B
4
Amundi
4
Amundi
France
$1.35B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
1876
Green Alpha Advisors
Colorado
$235K -$52.2K -96 -18%
AA
1877
Auxano Advisors
Washington
$235K +$2.17K +4 +0.9%
BSI
1878
Bennett Selby Investments
Maine
$235K -$9.24K -17 -4%
PCS
1879
Private Client Services
Kentucky
$235K +$235K +432 New
GMA
1880
Glassy Mountain Advisors
Maryland
$234K -$237K -436 -50%
SI
1881
Seeds Investor
New York
$234K -$51.1K -94 -18%
CSP
1882
Cary Street Partners
Virginia
$231K +$7.61K +14 +3%
CWG
1883
Crown Wealth Group
North Carolina
$231K -$8.15K -15 -3%
BSHC
1884
Breed's Hill Capital
Massachusetts
$231K +$4.89K +9 +2%
MHWM
1885
Montz Harcus Wealth Management
Louisiana
$230K -$3.26K -6 -1%
LGG
1886
Luts & Greenleigh Group
Maryland
$230K -$1.63K -3 -0.7%
MC
1887
Matisse Capital
Oregon
$230K – – –
EW
1888
Element Wealth
Mississippi
$230K +$230K +423 New
DIP
1889
Davis Investment Partners
North Carolina
$230K – – –
MF
1890
Manchester Financial
California
$229K -$1.63K -3 -0.7%
AFA
1891
Allium Financial Advisors
Oregon
$229K – – –
C
1892
Covestor
United Kingdom
$229K -$62K -114 -21%
PA
1893
Prossimo Advisors
California
$229K -$7.6K -14 -3%
SWA
1894
SFMG Wealth Advisors
Texas
$228K +$228K +420 New
AC
1895
ASB Consultores
Florida
$228K -$20.7K -38 -8%
GAM
1896
Griffin Asset Management
New York
$228K – – –
DO
1897
denkapparat Operations
Germany
$227K -$21.7K -40 -9%
FWM
1898
Focused Wealth Management
New York
$227K – – –
LSPW
1899
Lake Street Private Wealth
Illinois
$226K – – –
CWA
1900
Canvas Wealth Advisors
Kansas
$226K -$23.7K -48 -10%
74 75
76
77 78