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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
726
Merit Financial Group
Georgia
$3.81M -$175K -364 -4%
CK
727
Cohen Klingenstein
New York
$3.78M
TRCT
728
Tower Research Capital (TRC)
New York
$3.78M +$1.03M +2,151 +34%
SS
729
SBI Securities
Japan
$3.77M -$196K -408 -5%
GLA
730
Great Lakes Advisors
Illinois
$3.74M -$2.57M -5,348 -39%
LSA
731
L & S Advisors
California
$3.73M +$171K +357 +4%
ECM
732
Everence Capital Management
Indiana
$3.69M
CGI
733
Comgest Global Investors
France
$3.67M -$3.04M -6,341 -44%
WR
734
WD Rutherford
Oregon
$3.66M +$34.1K +71 +0.9%
VF
735
Vest Financial
Virginia
$3.65M +$753K +1,569 +24%
PIM
736
Penobscot Investment Management
Massachusetts
$3.65M +$397K +828 +11%
RWA
737
Roberts Wealth Advisors
California
$3.65M +$3.91M +8,152 New
CCM
738
Canal Capital Management
Virginia
$3.62M +$12.5K +26 +0.3%
PEAK6
739
PEAK6
Illinois
$3.61M +$3.87M +8,072 +807,200%
LMIM
740
Lockheed Martin Investment Management
Maryland
$3.6M -$4.22M -8,790 -52%
SWM
741
Spire Wealth Management
Virginia
$3.59M -$6.65M -13,866 -63%
GS
742
GTS Securities
New York
$3.57M +$3.52M +7,340 +1,127%
NRS
743
Neville Rodie & Shaw
New York
$3.57M -$1.17M -2,440 -23%
AIM
744
Aigen Investment Management
New York
$3.56M +$2.99M +6,230 +362%
CAAS
745
Capital Asset Advisory Services
Michigan
$3.55M +$327K +682 +9%
AWM
746
Axxcess Wealth Management
California
$3.54M -$1.49M -3,106 -28%
SPC
747
Sigma Planning Corp
Michigan
$3.53M -$248K -516 -6%
VI
748
Vestcor Inc
New Brunswick, Canada
$3.48M -$588K -1,225 -14%
GI
749
GLOBALT Investments
Georgia
$3.47M -$157K -328 -4%
MAS
750
Meeder Advisory Services
Ohio
$3.46M -$372K -776 -9%