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Intuitive Surgical

2,075 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 831 increasing their positions, 797 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,075
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
PWM
676
Perigon Wealth Management
California
$4.57M
NL
677
NWAM LLC
Washington
$4.55M
SFG
678
SevenBridge Financial Group
Pennsylvania
$4.55M
PA
679
PFG Advisors
Arizona
$4.51M
SI
680
Stephens Inc
Arkansas
$4.48M
LCM
681
Lattice Capital Management
Washington
$4.47M
LWM
682
Liberty Wealth Management
California
$4.44M
SSA
683
Schonfeld Strategic Advisors
New York
$4.43M
AWCI
684
Alpine Woods Capital Investors
New York
$4.43M
HCM
685
Howard Capital Management
Georgia
$4.41M
MK
686
MASTERINVEST Kapitalanlage
$4.39M
NAAA
687
New Age Alpha Advisors
New York
$4.38M
WI
688
Wahed Invest
New York
$4.36M
CG
689
Caprock Group
Idaho
$4.35M
AAIS
690
ABN AMRO Investment Solutions
$4.35M
BEI
691
Benjamin Edwards Inc
Missouri
$4.34M
AIM
692
Achmea Investment Management
Netherlands
$4.33M
SPL
693
Saranac Partners Ltd
$4.33M
MSA
694
MUFG Securities Americas
New York
$4.32M
IMRF
695
Illinois Municipal Retirement Fund
Illinois
$4.29M
OCM
696
Orion Capital Management
California
$4.22M
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.2M
WF
698
Welch & Forbes
Massachusetts
$4.2M
AFC
699
AFT Forsyth & Company
Florida
$4.19M
BG
700
Bahl & Gaynor
Ohio
$4.17M