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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
0.89%
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
+$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 %
HWM
2151
HighMark Wealth Management
Minnesota
$10.9K – – –
DCM
2152
Davidson Capital Management
Texas
$9.78K – – –
BHWM
2153
Beaird Harris Wealth Management
Texas
$9.78K +$5.43K +10 +125%
TH
2154
TCTC Holdings
Texas
$9.78K – – –
IA
2155
IFS Advisors
Kansas
$9.78K – – –
FGC
2156
Financial Gravity Companies
Texas
$9.78K +$9.78K +18 New
MAFA
2157
MJT & Associates Financial Advisory
Minnesota
$9.24K – – –
OC
2158
Oakworth Capital
Alabama
$8.7K -$3.26K -6 -27%
CIA
2159
Cape Investment Advisory
Georgia
$8.7K -$2.72K -5 -24%
NEWAS
2160
N.E.W. Advisory Services
Wisconsin
$8.7K – – –
BGAI
2161
Bruce G. Allen Investments
Colorado
$8.7K – – –
WA
2162
WestEnd Advisors
North Carolina
$8.7K +$1.63K +3 +23%
FNWA
2163
Financial Network Wealth Advisors
Utah
$8.7K +$8.7K +16 New
PWMG
2164
Private Wealth Management Group
New Jersey
$8.15K – – –
PP
2165
Pingora Partners
Wyoming
$8.15K – – –
DWS
2166
Dynamic Wealth Strategies
California
$8.15K – – –
PWA
2167
Principia Wealth Advisory
Texas
$8.15K +$3.26K +6 +67%
CW
2168
Curio Wealth
Maryland
$8.15K +$7.61K +14 +1,400%
CTB
2169
Country Trust Bank
Illinois
$8.15K +$8.15K +15 New
OWP
2170
ORG Wealth Partners
Texas
$8.12K +$2.71K +5 +50%
FPB
2171
First PREMIER Bank
South Dakota
$8K – – –
DPW
2172
DiNuzzo Private Wealth
Pennsylvania
$7.61K – – –
ACM
2173
Anfield Capital Management
California
$7.61K – – –
NMG
2174
New Millennium Group
Utah
$7.61K – – –
AAG
2175
Armstrong Advisory Group
Massachusetts
$7.61K – – –
85 86
87
88 89