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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
RWA
726
Roberts Wealth Advisors
California
$3.65M
CAM
727
Cresset Asset Management
Illinois
$3.62M
PEAK6
728
PEAK6
Illinois
$3.61M
LMIM
729
Lockheed Martin Investment Management
Maryland
$3.6M
SWM
730
Spire Wealth Management
Virginia
$3.59M
GS
731
GTS Securities
New York
$3.57M
NRS
732
Neville Rodie & Shaw
New York
$3.57M
AIM
733
Aigen Investment Management
New York
$3.56M
CAAS
734
Capital Asset Advisory Services
Michigan
$3.55M
AWM
735
Axxcess Wealth Management
California
$3.54M
SPC
736
Sigma Planning Corp
Michigan
$3.53M
VI
737
Vestcor Inc
New Brunswick, Canada
$3.48M
GI
738
GLOBALT Investments
Georgia
$3.47M
MAS
739
Meeder Advisory Services
Ohio
$3.46M
SAM
740
Simplify Asset Management
Nevada
$3.42M
BIG
741
Brooklyn Investment Group
New York
$3.42M
SCA
742
Snowden Capital Advisors
New York
$3.35M
CWM
743
Cabot Wealth Management
Massachusetts
$3.34M
IIM
744
Illumine Investment Management
Washington
$3.34M
MLL
745
Moody Lynn & Lieberson
Massachusetts
$3.33M
SAM
746
Shell Asset Management
Netherlands
$3.33M
EH
747
Equitable Holdings
New York
$3.32M
S
748
SignatureFD
Georgia
$3.31M
GIM
749
Generali Investments Management
Slovenia
$3.31M
RWB
750
RMR Wealth Builders
New Jersey
$3.3M