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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
MGWM
701
Marks Group Wealth Management
Minnesota
$4.16M
FRA
702
Frank Rimerman Advisors
California
$4.14M
CM
703
Cercano Management
Washington
$4.13M
TIA
704
Tandem Investment Advisors
South Carolina
$4.12M
PS
705
Principal Securities
Iowa
$4.09M
SFA
706
Sequoia Financial Advisors
Ohio
$4.07M
CLA
707
Carnegie Lake Advisors
New Jersey
$4.06M
FHA
708
Flagship Harbor Advisors
Massachusetts
$4.04M
SI
709
Sava Infond
Slovenia
$4.01M
UF
710
Univest Financial
Pennsylvania
$3.93M
TAMH
711
Taikang Asset Management (HK)
Hong Kong
$3.93M
OA
712
Oak Associates
Ohio
$3.92M
BSCCG
713
Blue Sky Capital Consultants Group
California
$3.91M
KF
714
Krilogy Financial
Missouri
$3.9M
MFG
715
Merit Financial Group
Georgia
$3.81M
CK
716
Cohen Klingenstein
New York
$3.78M
TRCT
717
Tower Research Capital (TRC)
New York
$3.78M
SS
718
SBI Securities
Japan
$3.77M
GLA
719
Great Lakes Advisors
Illinois
$3.74M
LSA
720
L & S Advisors
California
$3.73M
ECM
721
Everence Capital Management
Indiana
$3.69M
CGI
722
Comgest Global Investors
France
$3.67M
WR
723
WD Rutherford
Oregon
$3.66M
VF
724
Vest Financial
Virginia
$3.65M
PIM
725
Penobscot Investment Management
Massachusetts
$3.65M