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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
FNT
601
First National Trust
Pennsylvania
$6.3M -$339K -706 -5%
WA
602
Waverly Advisors
Alabama
$6.3M +$780K +1,625 +13%
NEI
603
Northwest & Ethical Investments
Ontario, Canada
$6.28M -$1M -2,094 -13%
CGIM
604
Capital Group Investment Management
Singapore
$6.27M +$65.3K +136 +1%
LSA
605
Leonteq Securities AG
Switzerland
$6.27M +$4.42M +9,221 +192%
TCA
606
Trifecta Capital Advisors
Illinois
$6.27M +$310K +646 +5%
FCH
607
Freestone Capital Holdings
Washington
$6.26M +$95K +198 +1%
GRP
608
Global Retirement Partners
California
$6.25M +$179K +374 +3%
DAS
609
Diversify Advisory Services
Utah
$6.23M +$338K +705 +7%
RFC
610
Regions Financial Corp
Alabama
$6.22M -$66.7K -139 -1%
GSCM
611
Greenfield Seitz Capital Management
Texas
$6.21M +$143K +297 +2%
WS
612
Wedbush Securities
California
$6.17M +$68.6K +143 +1%
BFG
613
Bleakley Financial Group
New Jersey
$6.15M -$457K -953 -6%
HWAM
614
Hennion & Walsh Asset Management
New Jersey
$6.1M -$1.06M -2,207 -14%
MYAM
615
Meiji Yasuda Asset Management
Japan
$6.07M -$114K -237 -2%
AG
616
Ascent Group
Virginia
$6.06M +$1.05M +2,182 +19%
SLG
617
Stanley-Laman Group
Pennsylvania
$6.02M +$6.16M +12,842 +2,092%
MA
618
Montag & Associates
Georgia
$6.01M -$1.1M -2,287 -15%
AF
619
Alerus Financial
North Dakota
$5.92M +$202K +420 +3%
AC
620
Allstate Corporation
Illinois
$5.89M +$6.07M +12,655 +2,511%
SGH
621
Sivik Global Healthcare
Connecticut
$5.81M
MAM
622
Morse Asset Management
Connecticut
$5.74M -$777K -1,619 -11%
IAA
623
Independent Advisor Alliance
North Carolina
$5.71M -$417K -870 -6%
BSAM
624
Blue Square Asset Management
New York
$5.7M +$8.16K +17 +0.1%
BST
625
Bath Savings Trust
Maine
$5.68M -$50.4K -105 -0.8%