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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 %
USWIA
2301
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$244K -492 Closed
TFF
2302
The Family Firm
Maryland
– -$238K -480 Closed
GWM
2303
GDS Wealth Management
Texas
– -$227K -458 Closed
T
2304
Tableaux
Massachusetts
– -$224K -453 Closed
AFW
2305
Avantra Family Wealth
Pennsylvania
– -$216K -436 Closed
KW
2306
Keyvantage Wealth
Pennsylvania
– -$211K -427 Closed
RTC
2307
Riverview Trust Company
Washington
– -$206K -415 Closed
EW
2308
Elyxium Wealth
California
– -$204K -412 Closed
CG
2309
Clifford Group
Massachusetts
– -$202K -407 Closed
GWM
2310
Graybill Wealth Management
Illinois
– -$134K -270 Closed
FLP
2311
Financial Life Planners
Arizona
– -$125K -253 Closed
WF
2312
Wayfinding Financial
Washington
– -$114K -232 Closed
SCB
2313
Saudi Central Bank
Saudi Arabia
– -$69.3K -140 Closed
MS
2314
Mizuho Securities
Japan
– -$59.4K -120 Closed
CWM
2315
Compass Wealth Management
Connecticut
– -$35.7K -72 Closed
EF
2316
Elite Financial
Idaho
– -$26K -54 Closed
GFPC
2317
Global Financial Private Client
Florida
– -$26.2K -53 Closed
AF
2318
Atala Financial
California
– -$23.8K -48 Closed
SMFG
2319
Sumitomo Mitsui Financial Group
Japan
– -$19.7K -40 Closed
MFA
2320
McClarren Financial Advisors
Pennsylvania
– -$16K -33 Closed
VBA
2321
von Borstel & Associates
Oregon
– -$13K -27 Closed
SIS
2322
Strategic Investment Solutions
Illinois
– -$12.4K -25 Closed
HCP
2323
Hexagon Capital Partners
Arkansas
– -$7.43K -15 Closed
WW
2324
Winnow Wealth
Texas
– -$5.34K -11 Closed
TCPG
2325
Trivant Custom Portfolio Group
California
– -$4.95K -10 Closed
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