ISRG icon

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 %
TPF
1951
Tribridge Partners Financial
Maryland
$209K +$209K +384 New
MW
1952
MBL Wealth
North Carolina
$209K +$209K +384 New
SPWM
1953
Spartan Planning & Wealth Management
North Carolina
$209K +$209K +384 New
IPAM
1954
Investment Partners Asset Management
New Jersey
$208K +$208K +383 New
AA
1955
Acorns Advisers
California
$208K +$208K +383 New
WAM
1956
Walker Asset Management
Missouri
$208K +$208K +382 New
OFG
1957
Omega Financial Group
California
$207K +$207K +381 New
WCA
1958
Westover Capital Advisors
Delaware
$206K +$206K +379 New
HCWM
1959
Hidden Cove Wealth Management
Washington
$205K +$205K +378 New
BFM
1960
Boothbay Fund Management
New York
$205K -$553K -1,018 -73%
ACM
1961
Adalta Capital Management
New York
$204K – – –
MIC
1962
Meridian Investment Counsel
California
$204K +$204K +375 New
KCM
1963
Kathmere Capital Management
Pennsylvania
$203K +$203K +373 New
RTC
1964
Real Talk Capital
Tennessee
$202K +$202K +371 New
WA
1965
Wealth Architects
California
$202K +$202K +371 New
NWWA
1966
New Wave Wealth Advisors
Arkansas
$201K +$201K +370 New
OCM
1967
Osterweis Capital Management
California
$200K +$200K +368 New
BC
1968
Bayforest Capital
United Kingdom
$199K +$199K +366 New
CG
1969
Curat Global
New Hampshire
$196K – – –
BCM
1970
Berbice Capital Management
New York
$193K +$57.1K +105 +42%
RA
1971
Rise Advisors
New York
$192K -$13K -24 -6%
HWP
1972
Highline Wealth Partners
California
$191K +$79.9K +147 +72%
WA
1973
WPG Advisers
Maryland
$190K -$164K -301 -46%
NRG
1974
Nemes Rush Group
Michigan
$190K +$2.72K +5 +1%
GWM
1975
Gitterman Wealth Management
New Jersey
$189K +$189K +348 New
77 78
79
80 81