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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
601
Leonteq Securities AG
Switzerland
$6.27M
TCA
602
Trifecta Capital Advisors
Illinois
$6.27M
FCH
603
Freestone Capital Holdings
Washington
$6.26M
GRP
604
Global Retirement Partners
California
$6.25M
DAS
605
Diversify Advisory Services
Utah
$6.23M
RFC
606
Regions Financial Corp
Alabama
$6.22M
GSCM
607
Greenfield Seitz Capital Management
Texas
$6.21M
WS
608
Wedbush Securities
California
$6.17M
BFG
609
Bleakley Financial Group
New Jersey
$6.15M
HWAM
610
Hennion & Walsh Asset Management
New Jersey
$6.1M
MYAM
611
Meiji Yasuda Asset Management
Japan
$6.07M
AG
612
Ascent Group
Virginia
$6.06M
SLG
613
Stanley-Laman Group
Pennsylvania
$6.02M
MA
614
Montag & Associates
Georgia
$6.01M
AF
615
Alerus Financial
North Dakota
$5.92M
AC
616
Allstate Corporation
Illinois
$5.89M
SGH
617
Sivik Global Healthcare
Connecticut
$5.81M
MAM
618
Morse Asset Management
Connecticut
$5.74M
IAA
619
Independent Advisor Alliance
North Carolina
$5.71M
BSAM
620
Blue Square Asset Management
New York
$5.7M
BST
621
Bath Savings Trust
Maine
$5.68M
WAM
622
Wolverine Asset Management
Illinois
$5.67M
EF
623
Empirical Finance
Pennsylvania
$5.64M
CCIA
624
Campbell & Co Investment Adviser
Maryland
$5.64M
AFA
625
Arlington Financial Advisors
California
$5.62M