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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
STA
676
Summit Trail Advisors
New York
$4.76M +$187K +389 +4%
FC
677
FORA Capital
Florida
$4.75M +$5.09M +10,610 New
NIP
678
Nicholas Investment Partners
California
$4.74M -$2.93M -6,102 -37%
GI
679
GAMCO Investors
Connecticut
$4.74M +$72.9K +152 +1%
PIM
680
Plato Investment Management
Australia
$4.74M +$160K +333 +3%
RFN
681
RDA Financial Network
Iowa
$4.73M +$264K +551 +6%
BIM
682
Baldwin Investment Management
Pennsylvania
$4.72M +$338K +705 +7%
AMCA
683
Arthur M. Cohen & Associates
Illinois
$4.67M +$26.4K +55 +0.5%
SA
684
Strategic Advisors
New York
$4.65M +$1.93M +4,031 +63%
ATC
685
Argent Trust Co
Tennessee
$4.64M -$47.5K -99 -0.9%
PWM
686
Perigon Wealth Management
California
$4.57M +$379K +790 +8%
SFG
687
SevenBridge Financial Group
Pennsylvania
$4.55M +$1.2M +2,511 +46%
PA
688
PFG Advisors
Arizona
$4.51M +$525K +1,093 +12%
SI
689
Stephens Inc
Arkansas
$4.48M +$450K +937 +10%
LCM
690
Lattice Capital Management
Washington
$4.47M
LWM
691
Liberty Wealth Management
California
$4.44M +$5.28K +11 +0.1%
SSA
692
Schonfeld Strategic Advisors
New York
$4.43M -$15.5M -32,379 -77%
AWCI
693
Alpine Woods Capital Investors
New York
$4.43M -$296K -616 -6%
HCM
694
Howard Capital Management
Georgia
$4.41M -$5.76K -12 -0.1%
MK
695
MASTERINVEST Kapitalanlage
$4.39M -$314K -654 -6%
NAAA
696
New Age Alpha Advisors
New York
$4.38M
WI
697
Wahed Invest
New York
$4.36M +$28.8K +60 +0.6%
CG
698
Caprock Group
Idaho
$4.35M +$4.41M +9,194 New
AAIS
699
ABN AMRO Investment Solutions
$4.35M -$4.48M -9,336 -49%
BEI
700
Benjamin Edwards Inc
Missouri
$4.34M +$668K +1,393 +17%