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
29.82%
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 %
HNW
2126
High Note Wealth
Minnesota
$17.9K – – –
DRS
2127
Deane Retirement Strategies
Louisiana
$16.8K – – –
FW
2128
Fairway Wealth
Ohio
$16.3K – – –
CT
2129
Coastline Trust
Rhode Island
$16.3K – – –
CMA
2130
Cedar Mountain Advisors
Oregon
$16.3K +$4.35K +8 +36%
DI
2131
DAGCO Inc
Ohio
$16.3K +$16.3K +30 New
PCM
2132
Penserra Capital Management
California
$16K – – –
JFG
2133
JDM Financial Group
Texas
$15.8K -$2.72K -5 -15%
WCM
2134
WealthTrak Capital Management
Virginia
$15.8K +$5.98K +11 +61%
OW
2135
Olistico Wealth
Oklahoma
$15.2K – – –
PSB
2136
Piscataqua Savings Bank
New Hampshire
$15.2K +$5.43K +10 +56%
AIM
2137
Access Investment Management
Georgia
$14.1K +$14.1K +26 New
VWA
2138
Valued Wealth Advisors
Utah
$13.6K -$543 -1 -4%
GGI
2139
Godsey & Gibb Inc
Virginia
$13.6K – – –
PFSC
2140
Peoples Financial Services Corp
Pennsylvania
$13.6K – – –
BFS
2141
Burkett Financial Services
South Carolina
$13K – – –
KGP
2142
Keystone Global Partners
Colorado
$12.5K – – –
CMP
2143
Coston McIsaac & Partners
Maine
$12K – – –
FFC
2144
First Financial Corp
Indiana
$12K – – –
FDW
2145
Fourth Dimension Wealth
Ohio
$11.4K -$11.4K -21 -50%
MLA
2146
MB, Levis & Associates
Pennsylvania
$11.4K – – –
PCFFS
2147
Pacific Center for Financial Services
California
$11.4K – – –
STB
2148
S&T Bank
Pennsylvania
$11.4K +$2.72K +5 +31%
RWM
2149
Rialto Wealth Management
New York
$10.9K +$1.63K +3 +18%
BFS
2150
Bare Financial Services
Pennsylvania
$10.9K +$9.24K +17 +567%
84 85
86
87 88