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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
WF
701
Welch & Forbes
Massachusetts
$4.74M
RIG
702
RiverFront Investment Group
Virginia
$4.73M
LCM
703
Legato Capital Management
California
$4.71M
OA
704
Oak Associates
Ohio
$4.66M
EF
705
Empowered Funds
Pennsylvania
$4.62M
NRS
706
Neville Rodie & Shaw
New York
$4.62M
ACM
707
Alcosta Capital Management
California
$4.61M
DWM
708
Diversify Wealth Management
Utah
$4.61M
QCG
709
Quadrant Capital Group
Ohio
$4.6M
YIH
710
Y-Intercept (HK)
Hong Kong
$4.54M
ECM
711
Everence Capital Management
Indiana
$4.54M
WI
712
Wahed Invest
New York
$4.52M
CFG
713
Citizens Financial Group
Rhode Island
$4.51M
AFC
714
AFT Forsyth & Company
Florida
$4.51M
CLA
715
Carnegie Lake Advisors
New Jersey
$4.5M
PWM
716
Perigon Wealth Management
California
$4.48M
ECM
717
Eisler Capital Management
United Kingdom
$4.46M
HCM
718
Howard Capital Management
Georgia
$4.44M
SI
719
Sava Infond
Slovenia
$4.4M
AWM
720
Axxcess Wealth Management
California
$4.4M
SS
721
SBI Securities
Japan
$4.36M
CPC
722
Consolidated Planning Corp
Georgia
$4.35M
SI
723
Stephens Inc
Arkansas
$4.35M
LJCM
724
Lee Johnson Capital Management
Texas
$4.33M
TIA
725
Tandem Investment Advisors
South Carolina
$4.33M