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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 %
BCM
1901
Blume Capital Management
California
$226K -$1.09K -2 -0.5%
RSWA
1902
Robinson Smith Wealth Advisors
Maine
$226K -$2.72K -5 -1%
CC
1903
Corton Capital
Ontario, Canada
$225K +$225K +414 New
FPGK
1904
Financial Partners Group (Kansas)
Kansas
$224K – – –
WCM
1905
Weik Capital Management
Pennsylvania
$224K +$224K +412 New
WJA
1906
Willis Johnson & Associates
Texas
$224K +$224K +412 New
PWAC
1907
Private Wealth Advisors (California)
California
$223K – – –
3IP
1908
3Chopt Investment Partners
Virginia
$223K +$543 +1 +0.2%
HCM
1909
Hudson Capital Management
New Jersey
$222K – – –
WFA
1910
WMG Financial Advisors
Tennessee
$222K +$222K +409 New
KCM
1911
Kanawha Capital Management
Virginia
$222K -$29.3K -54 -12%
PCH
1912
PGIM Custom Harvest
New Jersey
$222K -$10.9K -20 -5%
EAM
1913
Everstar Asset Management
North Carolina
$222K – – –
HNB
1914
Hilltop National Bank
Wyoming
$222K +$222K +408 New
1WM
1915
1900 Wealth Management
Texas
$221K -$37K -68 -14%
CIC
1916
Crawford Investment Counsel
Georgia
$221K +$221K +407 New
EFG
1917
Embree Financial Group
Illinois
$221K +$221K +406 New
CSA
1918
Cornerstone Select Advisors
Missouri
$221K -$20.1K -37 -8%
GC
1919
Giverny Capital
Quebec, Canada
$220K – – –
GP
1920
Greenline Partners
New York
$220K – – –
BCM
1921
Buckhead Capital Management
Georgia
$220K – – –
WPP
1922
Whalerock Point Partners
Rhode Island
$220K +$220K +405 New
SNBOSD
1923
Security National Bank of So Dak
Iowa
$220K +$220K +405 New
KFS
1924
Kaizen Financial Strategies
California
$220K +$220K +404 New
DWM
1925
Darwin Wealth Management
Florida
$218K -$12K -22 -5%
75 76
77
78 79