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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
29.83%
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
$746M
2
Vanguard Group
Vanguard Group
Pennsylvania
$18.1B
3
Jennison Associates
Jennison Associates
New York
$1.7B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.13B
5
Bessemer Group
Bessemer Group
New Jersey
$428M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.17B
4
Amundi
Amundi
France
$1.35B
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2251
Legacy Advisors
Pennsylvania
– -$2.09M -4,223 Closed
MAM
2252
Martingale Asset Management
Massachusetts
– -$2.04M -4,120 Closed
GPWM
2253
Grant Private Wealth Management
California
– -$1.95M -3,953 Closed
IA
2254
Inspire Advisors
Idaho
– -$1.88M -3,797 Closed
BFA
2255
Brendel Financial Advisors
New Hampshire
– -$1.85M -3,739 Closed
SP
2256
SIH Partners
Delaware
– -$1.77M -3,583 Closed
AGP
2257
Artia Global Partners
Florida
– -$1.73M -3,500 Closed
PAMP
2258
Polar Asset Management Partners
Ontario, Canada
– -$1.69M -3,416 Closed
SSG
2259
Summit Securities Group
New York
– -$1.49M -3,013 Closed
PP
2260
Paloma Partners
Connecticut
– -$1.43M -2,888 Closed
HFA
2261
Harbert Fund Advisors
Alabama
– -$1.36M -2,750 Closed
UOTTAIMCU
2262
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$1.32M -2,669 Closed
WC
2263
Wexford Capital
Florida
– -$1.24M -2,500 Closed
OCM
2264
Orser Capital Management
Texas
– -$1.2M -2,421 Closed
JWM
2265
JFG Wealth Management
Colorado
– -$1.13M -2,289 Closed
WWM
2266
WJ Wealth Management
Arizona
– -$947K -1,912 Closed
MASUI
2267
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$894K -1,805 Closed
RAM
2268
Readystate Asset Management
Illinois
– -$840K -1,696 Closed
WAM
2269
Wolverine Asset Management
Illinois
– -$825K -1,665 Closed
CAU
2270
Caxton Associates (UK)
– -$780K -1,575 Closed
PWM
2271
Prosperity Wealth Management
California
– -$775K -1,564 Closed
AGA
2272
Accuvest Global Advisors
Utah
– -$763K -1,540 Closed
WLG
2273
Williamson Legacy Group
Indiana
– -$666K -1,344 Closed
BOTPPF
2274
Board of the Pension Protection Fund
United Kingdom
– -$644K -1,300 Closed
PTC
2275
Petrus Trust Company
Texas
– -$635K -1,283 Closed
89 90
91
92 93