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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 %
AGWCA
1976
Annis Gardner Whiting Capital Advisors
Florida
$189K +$66.3K +122 +54%
CCM
1977
Chilton Capital Management
Texas
$178K +$151K +277 +554%
CAM
1978
Clarity Asset Management
Iowa
$177K +$177K +326 New
CT
1979
Colonial Trust
South Carolina
$176K +$50.6K +93 +40%
PMFA
1980
Plante Moran Financial Advisors
Michigan
$175K -$88.6K -163 -34%
MHR
1981
Matthew Hamilton Rosenberg
$174K -$543 -1 -0.3%
RS
1982
Rakuten Securities
Japan
$173K +$543 +1 +0.3%
CCG
1983
Ceeto Capital Group
Florida
$170K – – –
ANBT
1984
American National Bank & Trust
Texas
$170K +$10.3K +19 +6%
WA
1985
Whipplewood Advisors
Colorado
$168K -$118K -218 -41%
RCM
1986
Raleigh Capital Management
North Carolina
$167K +$32.1K +59 +24%
TCOT
1987
Trust Company of Toledo
Ohio
$167K +$167K +307 New
RF
1988
Rossby Financial
Florida
$165K +$58.7K +108 +55%
PWS
1989
Peterson Wealth Services
Utah
$165K – – –
PAM
1990
Paradigm Asset Management
New York
$163K -$54.3K -100 -25%
HIMS
1991
Hager Investment Management Services
New Hampshire
$163K -$40.8K -75 -20%
UIA
1992
Ulland Investment Advisors
Minnesota
$163K -$94K -173 -37%
NS
1993
NBC Securities
Alabama
$161K +$13.5K +25 +9%
GEA
1994
Glen Eagle Advisors
New Jersey
$154K – – –
AG
1995
AmeriFlex Group
Nevada
$153K -$302K -565 -66%
CT
1996
Clearstead Trust
Maine
$151K +$9.78K +18 +7%
BDPWM
1997
Barnes Dennig Private Wealth Management
Ohio
$149K +$130K +239 +683%
CSC
1998
Cove Street Capital
California
$147K – – –
FMII
1999
Farmers & Merchants Investments Inc
Nebraska
$146K +$5.43K +10 +4%
TPWA
2000
Twin Peaks Wealth Advisors
California
$142K +$142K +298 New
78 79
80
81 82