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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
27.69%
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
BAAM
526
Baker Avenue Asset Management
California
$8.42M +$1.46M +3,045 +19%
BP
527
Broadleaf Partners
Ohio
$8.39M -$141K -294 -2%
CA
528
Cornerstone Advisors
North Carolina
$8.36M -$192K -400 -2%
SAM
529
Securian Asset Management
Minnesota
$8.32M -$78.7K -164 -0.9%
CCM
530
Carderock Capital Management
Maryland
$8.21M +$223K +465 +3%
HI
531
Horizon Investments
North Carolina
$8.18M -$3.27M -6,812 -27%
PAS
532
Park Avenue Securities
New York
$8.17M +$8.76M +18,264 New
SCM
533
Sterling Capital Management
North Carolina
$8.15M -$1.42M -2,953 -14%
MA
534
McBroom & Associates
Nevada
$8.15M -$37K -77 -0.4%
GIBU
535
Gulf International Bank (UK)
United Kingdom
$8.15M -$157K -328 -2%
BG
536
BDF Gestion
France
$8.09M +$2.91M +6,072 +51%
BF
537
BOK Financial
Oklahoma
$8.07M -$2.47M -5,154 -22%
PAG
538
Private Advisor Group
New Jersey
$7.97M -$298K -622 -3%
MSRPS
539
Maryland State Retirement & Pension System
Maryland
$7.96M +$217K +452 +3%
WTA
540
Washington Trust Advisors
Massachusetts
$7.93M -$103K -215 -1%
MLCM
541
M & L Capital Management
United Kingdom
$7.92M -$24K -50 -0.3%
M
542
Mirova
France
$7.81M +$62.4K +130 +0.8%
ECM
543
ExodusPoint Capital Management
New York
$7.78M -$60.3M -125,562 -88%
ZBNA
544
Zions Bancorporation, National Association
Utah
$7.76M +$1.65M +3,437 +25%
SWP
545
Stratos Wealth Partners
Ohio
$7.75M +$160K +333 +2%
SIC
546
Sigma Investment Counselors
Michigan
$7.74M +$33.1K +69 +0.4%
CIP
547
Capital Insight Partners
Arizona
$7.74M +$77.7K +162 +0.9%
DILIC
548
Dai-ichi Life Insurance Company
Japan
$7.68M +$41.7K +87 +0.5%
EWM
549
Elite Wealth Management
Washington
$7.66M +$4.28M +8,923 +109%
JWBC
550
J.W. Burns & Co
New York
$7.58M +$62.9K +131 +0.8%