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
0.89%
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 %
SRCM
2201
Signature Resources Capital Management
California
$3.8K +$3.8K +7 New
SC
2202
Swan Capital
Florida
$3.8K +$3.8K +7 New
TCM
2203
Tradewinds Capital Management
Washington
$3.8K +$3.8K +7 New
BHWM
2204
Bay Harbor Wealth Management
Maryland
$3.8K +$1.63K +3 +75%
BOJHT
2205
Bank of Jackson Hole Trust
Wyoming
$3.26K -$37.5K -69 -92%
BSB
2206
Bangor Savings Bank
Maine
$3.26K – – –
PS
2207
PayPay Securities
Japan
$2.72K -$543 -1 -17%
MWM
2208
Mascoma Wealth Management
New Hampshire
$2.72K – – –
GFL
2209
Granite FO LLC
New Hampshire
$2.17K – – –
CWM
2210
Copia Wealth Management
Oregon
$2.17K +$2.17K +4 New
SC
2211
Stephens Consulting
Michigan
$2.17K +$2.17K +4 New
CTWM
2212
Cherry Tree Wealth Management
Minnesota
$1.63K -$23.4K -43 -93%
RPA
2213
Redwood Park Advisors
California
$1.63K – – –
GWSA
2214
Global Wealth Strategies & Associates
Colorado
$1.63K -$4.35K -8 -73%
ACM
2215
Accent Capital Management
Ohio
$1.63K – – –
M
2216
MOTCO
Texas
$1.44K -$1.44K -3 -50%
PA
2217
Pineridge Advisors
Missouri
$1.09K – – –
HIA
2218
HFM Investment Advisors
New Jersey
$1.09K +$544 +1 +100%
WTFG
2219
Wood Tarver Financial Group
Idaho
$1K – – –
PEAK6
2220
PEAK6
Illinois
$562 -$562 -1 -50%
LP
2221
LMR Partners
United Kingdom
$543 -$2.85M -5,249 -100%
HFS
2222
Horizon Financial Services
North Carolina
$543 – – –
WOC
2223
West Oak Capital
California
$326 – – –
OA
2224
Operose Advisors
Wisconsin
$1 +$1 +1 New
WCM Investment Management
2225
WCM Investment Management
California
– -$585M -1,189,761 Closed
87 88
89
90 91