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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
LSA
726
L & S Advisors
California
$3.73M
ECM
727
Everence Capital Management
Indiana
$3.69M
CGI
728
Comgest Global Investors
France
$3.67M
WR
729
WD Rutherford
Oregon
$3.66M
VF
730
Vest Financial
Virginia
$3.65M
PIM
731
Penobscot Investment Management
Massachusetts
$3.65M
RWA
732
Roberts Wealth Advisors
California
$3.65M
CCM
733
Canal Capital Management
Virginia
$3.62M
PEAK6
734
PEAK6
Illinois
$3.61M
LMIM
735
Lockheed Martin Investment Management
Maryland
$3.6M
SWM
736
Spire Wealth Management
Virginia
$3.59M
GS
737
GTS Securities
New York
$3.57M
NRS
738
Neville Rodie & Shaw
New York
$3.57M
AIM
739
Aigen Investment Management
New York
$3.56M
CAAS
740
Capital Asset Advisory Services
Michigan
$3.55M
AWM
741
Axxcess Wealth Management
California
$3.54M
SPC
742
Sigma Planning Corp
Michigan
$3.53M
VI
743
Vestcor Inc
New Brunswick, Canada
$3.48M
GI
744
GLOBALT Investments
Georgia
$3.47M
MAS
745
Meeder Advisory Services
Ohio
$3.46M
SAM
746
Simplify Asset Management
Nevada
$3.42M
BIG
747
Brooklyn Investment Group
New York
$3.42M
PAS
748
Parsonex Advisory Services
Colorado
$3.36M
SCA
749
Snowden Capital Advisors
New York
$3.35M
CWM
750
Cabot Wealth Management
Massachusetts
$3.34M