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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
AP
751
Advisors Preferred
Maryland
$3.99M
PS
752
Principal Securities
Iowa
$3.98M
CAM
753
Cresset Asset Management
Illinois
$3.98M
STA
754
Summit Trail Advisors
New York
$3.98M
PAM
755
Panagora Asset Management
Massachusetts
$3.98M
CG
756
Caprock Group
Idaho
$3.97M
TS
757
Triglav Skladi
Slovenia
$3.92M
RWP
758
RWA Wealth Partners
Massachusetts
$3.92M
GIM
759
Generali Investments Management
Slovenia
$3.91M
S
760
SignatureFD
Georgia
$3.91M
OIAM
761
OFI Invest Asset Management
France
$3.9M
DFCM
762
Dark Forest Capital Management
Puerto Rico
$3.9M
Kovitz Investment Group Partners
763
Kovitz Investment Group Partners
Illinois
$3.89M
MFG
764
Merit Financial Group
Georgia
$3.87M
JIP
765
Jaffetilchin Investment Partners
Florida
$3.87M
WSCM
766
Wellington Shields Capital Management
New York
$3.8M
PA
767
PFG Advisors
Arizona
$3.8M
OAM
768
Oak Asset Management
California
$3.74M
IIM
769
Illumine Investment Management
Washington
$3.74M
CCM
770
Canal Capital Management
Virginia
$3.73M
IB
771
Intrust Bank
Kansas
$3.73M
PA
772
Procyon Advisors
Connecticut
$3.73M
HH
773
Hilltop Holdings
Texas
$3.67M
AWS
774
Atria Wealth Solutions
New York
$3.66M
AAMU
775
APG Asset Management US
New York
$3.64M