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Intuitive Surgical

2,161 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
676
Arthur M. Cohen & Associates
Illinois
$5.22M
RC
677
Roundview Capital
New Jersey
$5.2M
PIM
678
Plato Investment Management
Australia
$5.17M
TAP
679
Tounjian Advisory Partners
Florida
$5.15M
LOAMS
680
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.1M
Capital Fund Management (CFM)
681
Capital Fund Management (CFM)
France
$5.09M
KRSITF
682
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.09M
ATC
683
Argent Trust Co
Tennessee
$5.08M
GLA
684
Great Lakes Advisors
Illinois
$5.08M
LCM
685
Laurion Capital Management
New York
$5.03M
RL
686
RPO LLC
Connecticut
$5.01M
GI
687
GAMCO Investors
Connecticut
$4.99M
RFN
688
RDA Financial Network
Iowa
$4.98M
PIMJS
689
PKO Investment Management Joint-Stock
Poland
$4.95M
BIM
690
Baldwin Investment Management
Pennsylvania
$4.94M
DF
691
DNCA Finance
France
$4.93M
KIG
692
Kessler Investment Group
Indiana
$4.92M
LWM
693
Liberty Wealth Management
California
$4.91M
LC
694
Legacy CG
Texas
$4.88M
LMIM
695
Lockheed Martin Investment Management
Maryland
$4.87M
BG
696
Bahl & Gaynor
Ohio
$4.86M
MGWM
697
Marks Group Wealth Management
Minnesota
$4.83M
CWP
698
Cyndeo Wealth Partners
Florida
$4.81M
OCM
699
Orion Capital Management
California
$4.79M
RBA
700
Richard Bernstein Advisors
New York
$4.75M