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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 %
AIC
2176
Archer Investment Corporation
Indiana
$7.39K +$6.87K +13 +1,300%
NWM
2177
Nova Wealth Management
Florida
$7.28K +$7.28K +13 New
LWMI
2178
Legacy Wealth Management (Idaho)
Idaho
$7.07K – – –
LIS
2179
Legacy Investment Solutions
Idaho
$7.07K +$7.07K +13 New
CSC
2180
Caldwell Sutter Capital
California
$7.06K -$2.72K -5 -28%
MIM
2181
MTM Investment Management
South Carolina
$7.06K +$7.06K +13 New
FAM
2182
Flaharty Asset Management
Florida
$6.52K -$2.17K -4 -25%
CAC
2183
Core Alternative Capital
Georgia
$6.52K – – –
GWP
2184
Gen-Wealth Partners
Michigan
$6.52K – – –
JGIA
2185
Jackson Grant Investment Advisers
Connecticut
$6.52K – – –
PPA
2186
Painted Porch Advisors
California
$5.98K -$543 -1 -8%
WSC
2187
Wellington Shields & Co
New York
$5.98K – – –
IHWM
2188
Iron Horse Wealth Management
Iowa
$5.98K – – –
LIM
2189
Longfellow Investment Management
Massachusetts
$5.43K – – –
DF
2190
DecisionPoint Financial
Arizona
$5.38K +$5.38K +10 New
CWA
2191
Carolina Wealth Advisors
South Carolina
$4.89K – – –
API
2192
Asset Planning Inc
California
$4.89K – – –
RFG
2193
REAP Financial Group
Texas
$4.35K -$8.15K -15 -65%
PSFG
2194
Park Square Financial Group
Georgia
$4.35K -$7.06K -13 -62%
MBFW
2195
Morton Brown Family Wealth
Pennsylvania
$4.35K – – –
AP
2196
Aspect Partners
Virginia
$4.35K +$543 +1 +14%
LFA
2197
LGT Financial Advisors
Texas
$4.35K +$4.35K +8 New
PCM
2198
Perritt Capital Management
Illinois
$3.8K – – –
PWM
2199
Parkworth Wealth Management
California
$3.8K +$2.72K +5 +250%
DFA
2200
DHJJ Financial Advisors
Illinois
$3.8K +$2.72K +5 +250%
86 87
88
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