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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$19.4M +$1.26M +2,618 +6%
WT
377
Washington Trust
Rhode Island
$19.4M +$121K +253 +0.6%
GS
378
Gagnon Securities
New York
$19.4M -$5.02M -10,465 -19%
Nomura Holdings
379
Nomura Holdings
Japan
$19.3M +$14.5M +30,170 +233%
HP
380
Hikari Power
Japan
$19.3M
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$19.3M +$990K +2,064 +5%
CLGM
382
Capitolis Liquid Global Markets
New York
$19.2M -$13.9M -29,000 -40%
GAM
383
Groupama Asset Management
France
$19.1M -$11M -23,010 -35%
PMAM
384
Picton Mahoney Asset Management
Ontario, Canada
$18.8M -$1.92M -4,011 -9%
SW
385
SteelPeak Wealth
California
$18.8M +$4.49M +9,364 +29%
HW
386
Hancock Whitney
Mississippi
$18.8M -$3.76M -7,826 -16%
PCH
387
Polar Capital Holdings
United Kingdom
$18.7M -$27M -56,334 -57%
IGAM
388
iA Global Asset Management
Quebec, Canada
$18.6M -$3.38M -7,045 -14%
BAMF
389
BI Asset Management Fondsmaeglerselskab
Denmark
$18.5M +$1.54M +3,211 +8%
AF
390
Avanza Fonder
Sweden
$18.4M +$1.45M +3,031 +8%
AC
391
Armistice Capital
New York
$18.3M +$8.64M +18,005 +78%
OPERF
392
Oregon Public Employees Retirement Fund
Oregon
$18.3M +$4.79M +9,985 +32%
PA
393
Parallel Advisors
California
$18.1M +$217K +452 +1%
EI
394
Ethic Inc
New York
$18.1M +$6.62M +13,791 +52%
Wealthfront Advisers
395
Wealthfront Advisers
California
$17.9M -$2.92M -6,091 -13%
GXJ
396
Global X Japan
Japan
$17.9M -$1.4M -2,924 -7%
CL
397
CIM LLC
New York
$17.9M +$12K +25 +0.1%
DLA
398
Douglas Lane & Associates
New York
$17.9M +$1.1M +2,299 +6%
VA
399
Vident Advisory
Georgia
$17.9M +$5.02M +10,466 +35%
DWM
400
Destination Wealth Management
California
$17.7M +$6.37M +13,277 +50%