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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
CC
651
Cornerstone Capital
California
$5.17M +$62.4K +130 +1%
AWM
652
AE Wealth Management
Kansas
$5.17M +$881K +1,836 +19%
LWCFA
653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.15M +$1.17M +2,440 +35%
DAS
654
Dynamic Advisor Solutions
Arizona
$5.14M +$293K +611 +6%
GT
655
Greenleaf Trust
Michigan
$5.14M -$4.22M -8,798 -43%
CIA
656
Concurrent Investment Advisors
Florida
$5.14M -$3.02M -6,296 -35%
CCM
657
Coldstream Capital Management
Washington
$5.13M -$108K -225 -2%
CUAMC
658
China Universal Asset Management Company
China
$5.13M +$1.01M +2,102 +22%
JSC
659
J. Stern & Co
United Kingdom
$5.11M +$5.49M +11,434 New
NMIMC
660
Northwestern Mutual Investment Management Company
Wisconsin
$5.11M -$3.84K -8 -0.1%
LOAMS
661
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.07M +$217K +453 +4%
LT
662
Legacy Trust
Michigan
$5.05M +$182K +379 +3%
A
663
AustralianSuper
Australia
$5.02M -$45M -93,787 -89%
CL
664
Choreo LLC
Illinois
$4.99M -$568K -1,183 -10%
VAS
665
Vestmark Advisory Solutions
Massachusetts
$4.98M -$15.4K -32 -0.3%
BHCM
666
Brevan Howard Capital Management
Jersey
$4.91M +$4.74M +9,884 +895%
LTAS
667
Linden Thomas Advisory Services
North Carolina
$4.89M +$139K +289 +3%
TFA
668
Transamerica Financial Advisors
Florida
$4.85M +$61.4K +128 +1%
QT
669
Quantbot Technologies
New York
$4.84M -$14.2M -29,671 -73%
QCG
670
Quadrant Capital Group
Ohio
$4.83M +$84.9K +177 +2%
2
671
2Xideas
Switzerland
$4.81M +$529K +1,102 +11%
IFG
672
Independent Financial Group
California
$4.8M -$724K -1,508 -12%
DLCIG
673
D.L. Carlson Investment Group
New Hampshire
$4.77M -$1.59M -3,306 -24%
P
674
Pitcairn
Pennsylvania
$4.77M -$1.66M -3,465 -25%
RIG
675
RiverFront Investment Group
Virginia
$4.77M +$528K +1,101 +12%