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Intuitive Surgical
ISRG

Overview Fund Activity

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 929 increasing their positions, 696 reducing their positions, and 133 closing their positions.

Holders
2,158
Holders Change
+58
Holders Change %
+2.76%
% of All Funds
29.32%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
235
Increased
929
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$347M
2
UBS AM
2
UBS AM
Illinois
$1.68B
3
Sands Capital Management
3
Sands Capital Management
Virginia
$269M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.36B
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$560M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.25B
2
GQG Partners
2
GQG Partners
Florida
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.82B
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$2B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2226
AXQ Capital
New Jersey
– -$251K -481 Closed
BCM
2227
Barometer Capital Management
Ontario, Canada
– -$214K -480 Closed
LAM
2228
Longboard Asset Management
Arizona
– -$251K -480 Closed
NWWA
2229
New Wave Wealth Advisors
Arkansas
– -$249K -478 Closed
VI
2230
Versor Investments
New York
– -$248K -475 Closed
GFA
2231
Gallagher Fiduciary Advisors
Illinois
– -$246K -472 Closed
MCWA
2232
Meadow Creek Wealth Advisors
Georgia
– -$246K -472 Closed
TWP
2233
Triad Wealth Partners
Kansas
– -$244K -467 Closed
OF
2234
Optimize Financial
California
– -$241K -462 Closed
TIA
2235
Trust Investment Advisors
Indiana
– -$239K -458 Closed
AIA
2236
Angeles Investment Advisors
California
– -$238K -456 Closed
WCM
2237
Weik Capital Management
Pennsylvania
– -$235K -450 Closed
OWA
2238
Outlook Wealth Advisors
Texas
– -$228K -437 Closed
SMC
2239
Smith, Moore & Co
Missouri
– -$227K -435 Closed
BCA
2240
Bay Colony Advisors
Massachusetts
– -$224K -430 Closed
CIP
2241
Convergence Investment Partners
Florida
– -$223K -428 Closed
FPCP
2242
Fort Point Capital Partners
California
– -$222K -425 Closed
TA
2243
TruWealth Advisors
Louisiana
– -$221K -424 Closed
SGI
2244
Summit Global Investments
Utah
– -$221K -424 Closed
NAS
2245
NWF Advisory Services
California
– -$221K -423 Closed
SIM
2246
Stratos Investment Management
Ohio
– -$215K -412 Closed
MW
2247
MBL Wealth
North Carolina
– -$214K -410 Closed
SAF
2248
Smith Anglin Financial
Texas
– -$210K -403 Closed
PCS
2249
Private Client Services
Kentucky
– -$210K -402 Closed
CG
2250
Corundum Group
Colorado
– -$210K -402 Closed
88 89
90
91 92