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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
29.82%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.88%
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
+$512M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
Jennison Associates
Jennison Associates
New York
+$287M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$250M
5
Bessemer Group
Bessemer Group
New Jersey
+$202M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$585M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$583M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$487M
4
Amundi
Amundi
France
-$441M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
2076
DT Investment Partners
Pennsylvania
$44K – – –
IUHSA
2077
Itau Unibanco Holding S.A.
Brazil
$42.9K -$543 -1 -1%
MAM
2078
Meeder Asset Management
Ohio
$41.8K +$7.06K +13 +20%
FCAS
2079
First Command Advisory Services
Texas
$41.8K +$40.8K +75 +3,750%
HHMI
2080
Howard Hughes Medical Institute
Maryland
$41.8K +$41.8K +77 New
AA
2081
Addison Advisors
Vermont
$41.3K +$5.43K +10 +15%
PWMG
2082
Prestige Wealth Management Group
New Jersey
$40.8K – – –
POIA
2083
Pin Oak Investment Advisors
Texas
$40K – – –
RA
2084
Rational Advisors
New York
$39.1K -$776K -1,428 -95%
FCG
2085
Financial Connections Group
California
$39K – – –
PK
2086
Pflug Koory
Nebraska
$38K – – –
AEPWM
2087
Atlantic Edge Private Wealth Management
Florida
$38K – – –
RAM
2088
Riggs Asset Management
Pennsylvania
$38K +$17.4K +32 +84%
MSG
2089
Main Street Group
Virginia
$35.9K – – –
EPW
2090
Evergreen Private Wealth
Colorado
$35.9K +$6.52K +12 +22%
BA
2091
Bellwether Advisors
Nebraska
$34.8K +$34.8K +64 New
NCM
2092
Northwest Capital Management
Oregon
$34.2K – – –
NFSG
2093
Newbridge Financial Services Group
Florida
$33.7K +$2.72K +5 +9%
MSWM
2094
Mowery & Schoenfeld Wealth Management
Illinois
$33.1K – – –
KFI
2095
Key Financial Inc
Pennsylvania
$32.6K – – –
KSWA
2096
Kathleen S. Wright Associates
Pennsylvania
$32.6K – – –
T
2097
Tidemark
California
$31.5K +$543 +1 +2%
PGAM
2098
Princeton Global Asset Management
New Jersey
$29.9K +$29.9K +55 New
CYG
2099
Clean Yield Group
Vermont
$29.3K -$14.7K -27 -33%
RI
2100
Ridgewood Investments
New Jersey
$28.8K -$3.26K -6 -10%
82 83
84
85 86