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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
NL
726
NWAM LLC
Washington
$4.29M
PFM
727
Patton Fund Management
Texas
$4.29M
HAG
728
HighPoint Advisor Group
Illinois
$4.26M
SFA
729
Sequoia Financial Advisors
Ohio
$4.25M
LS
730
Livforsakringsbolaget Skandia
Sweden
$4.23M
VI
731
Vestcor Inc
New Brunswick, Canada
$4.21M
CK
732
Cohen Klingenstein
New York
$4.19M
GI
733
GLOBALT Investments
Georgia
$4.18M
AWM
734
AE Wealth Management
Kansas
$4.16M
HCM
735
Hodges Capital Management
Texas
$4.16M
WCM
736
Wisconsin Capital Management
Wisconsin
$4.15M
TFS
737
Thoroughbred Financial Services
Tennessee
$4.13M
JSP
738
Jackson Square Partners
California
$4.13M
WR
739
WD Rutherford
Oregon
$4.09M
SPC
740
Sigma Planning Corp
Michigan
$4.07M
Capstone Investment Advisors
741
Capstone Investment Advisors
New York
$4.07M
MCM
742
Mitchell Capital Management
Kansas
$4.07M
UF
743
Univest Financial
Pennsylvania
$4.07M
SF
744
Summit Financial
New Jersey
$4.06M
RA
745
Rockingstone Advisors
Massachusetts
$4.04M
USAA
746
United Services Automobile Association
Texas
$4.04M
AWM
747
Affinity Wealth Management
Delaware
$4.03M
MAS
748
Meeder Advisory Services
Ohio
$4M
VA
749
VestGen Advisors
Illinois
$4M
SCA
750
Snowden Capital Advisors
New York
$3.99M