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Intuitive Surgical

2,084 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, 835 increasing their positions, 801 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
2,084
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
WF
701
Welch & Forbes
Massachusetts
$4.2M
AFC
702
AFT Forsyth & Company
Florida
$4.19M
BG
703
Bahl & Gaynor
Ohio
$4.17M
MGWM
704
Marks Group Wealth Management
Minnesota
$4.16M
FRA
705
Frank Rimerman Advisors
California
$4.14M
CM
706
Cercano Management
Washington
$4.13M
TIA
707
Tandem Investment Advisors
South Carolina
$4.12M
PS
708
Principal Securities
Iowa
$4.09M
SFA
709
Sequoia Financial Advisors
Ohio
$4.07M
CLA
710
Carnegie Lake Advisors
New Jersey
$4.06M
FHA
711
Flagship Harbor Advisors
Massachusetts
$4.04M
SI
712
Sava Infond
Slovenia
$4.01M
UF
713
Univest Financial
Pennsylvania
$3.93M
TAMH
714
Taikang Asset Management (HK)
Hong Kong
$3.93M
OA
715
Oak Associates
Ohio
$3.92M
BSCCG
716
Blue Sky Capital Consultants Group
California
$3.91M
KF
717
Krilogy Financial
Missouri
$3.9M
MFG
718
Merit Financial Group
Georgia
$3.81M
CK
719
Cohen Klingenstein
New York
$3.78M
TRCT
720
Tower Research Capital (TRC)
New York
$3.78M
SS
721
SBI Securities
Japan
$3.77M
GLA
722
Great Lakes Advisors
Illinois
$3.74M
LSA
723
L & S Advisors
California
$3.73M
ECM
724
Everence Capital Management
Indiana
$3.69M
CGI
725
Comgest Global Investors
France
$3.67M