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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
WAM
626
Wolverine Asset Management
Illinois
$5.67M +$6.08M +12,670 New
EF
627
Empirical Finance
Pennsylvania
$5.64M +$201K +418 +3%
CCIA
628
Campbell & Co Investment Adviser
Maryland
$5.64M +$3.87M +8,055 +177%
AFA
629
Arlington Financial Advisors
California
$5.62M +$147K +307 +3%
EIA
630
Eastover Investment Advisors
North Carolina
$5.6M -$312K -651 -5%
GIM
631
Generate Investment Management
New Zealand
$5.59M +$6M +12,500 New
UCMOK
632
United Capital Management of KS
Kansas
$5.5M +$256K +534 +5%
CHAM
633
Clear Harbor Asset Management
Connecticut
$5.47M +$79.2K +165 +1%
KOCAA
634
Knights of Columbus Asset Advisors
Connecticut
$5.45M -$337K -702 -5%
BA
635
Bridgewater Associates
Connecticut
$5.42M +$171K +357 +3%
Simplex Trading
636
Simplex Trading
Illinois
$5.39M +$5.78M +12,051 New
TMAM
637
Tokio Marine Asset Management
Japan
$5.39M +$76.8K +160 +1%
FCM
638
Fourpath Capital Management
Oklahoma
$5.33M -$24K -50 -0.4%
FTWA
639
Fifth Third Wealth Advisors
Ohio
$5.31M +$277K +578 +5%
ITFISA
640
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.29M +$173K +361 +3%
CA
641
Commerzbank Aktiengesellschaft
Germany
$5.28M +$361K +752 +7%
FT
642
Fiduciary Trust
Massachusetts
$5.27M +$85.9K +179 +2%
PIA
643
Petredis Investment Advisors
Pennsylvania
$5.26M -$50.9K -106 -0.9%
LCM
644
Legato Capital Management
California
$5.23M +$1.06M +2,200 +23%
DWM
645
Diversify Wealth Management
Utah
$5.22M -$150K -313 -3%
PD
646
Point72 (DIFC)
United Arab Emirates
$5.22M +$1.13M +2,348 +25%
ERSOT
647
Employees Retirement System of Texas
Texas
$5.22M +$726K +1,512 +15%
1SB
648
1ST Source Bank
Indiana
$5.21M +$13.9K +29 +0.2%
RWP
649
RWA Wealth Partners
Massachusetts
$5.19M +$1.86M +3,881 +50%
FLII
650
First Long Island Investors
New York
$5.19M