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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 %
HI
1926
Hendershot Investments
Virginia
$218K -$92.4K -170 -30%
LNB
1927
Ledyard National Bank
$218K -$1.63K -3 -0.7%
CA
1928
Calton & Associates
Florida
$217K -$42.9K -79 -16%
MWA
1929
Midland Wealth Advisors
Illinois
$217K -$10.3K -19 -5%
PM
1930
Pembroke Management
Quebec, Canada
$216K +$216K +397 New
GCA
1931
Gradient Capital Advisors
California
$216K +$216K +397 New
JF
1932
JSF Financial
California
$216K +$216K +397 New
OWA
1933
Outlook Wealth Advisors
Texas
$215K +$215K +396 New
SAF
1934
Smith Anglin Financial
Texas
$215K +$215K +396 New
OFW
1935
Omnia Family Wealth
Florida
$215K -$4.89K -9 -2%
DBIA
1936
Dumont & Blake Investment Advisors
New Jersey
$215K +$215K +395 New
FFP
1937
FourThought Financial Partners
Florida
$213K +$213K +392 New
SMC
1938
Smith, Moore & Co
Missouri
$212K +$212K +391 New
BB
1939
Busey Bank
Illinois
$212K +$212K +390 New
WW
1940
Waterfront Wealth
Kansas
$212K +$212K +390 New
PIM
1941
Platinum Investment Management
Australia
$211K +$211K +389 New
TI
1942
TTP Investments
California
$211K +$211K +389 New
HR
1943
Hardy Reed
Mississippi
$211K +$211K +388 New
CWM
1944
Centric Wealth Management
Illinois
$210K -$4.23K -9 -2%
EFA
1945
Edge Financial Advisors
Illinois
$210K +$210K +387 New
PWP
1946
Precedent Wealth Partners
Texas
$210K +$210K +386 New
NA
1947
Nautilus Advisors
California
$210K +$210K +386 New
FA
1948
Fagan Associates
New York
$210K +$210K +386 New
SA
1949
Stewardship Advisors
Pennsylvania
$209K +$209K +385 New
LWL
1950
Leo Wealth LLC
Texas
$209K +$209K +385 New
76 77
78
79 80