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Intuitive Surgical

2,076 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 832 increasing their positions, 798 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: 148 | Existing positions closed: 266

Holders
2,076
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
HCG
801
Haven Capital Group
California
$2.77M
TLP
802
Trinity Legacy Partners
Texas
$2.77M
DWP
803
Daymark Wealth Partners
Ohio
$2.76M
Empower Advisory Group
804
Empower Advisory Group
Colorado
$2.75M
GI
805
GAMMA Investing
California
$2.74M
IP
806
Intellectus Partners
California
$2.71M
GCA
807
Gallagher Capital Advisors
Texas
$2.7M
AIM
808
Anchor Investment Management
South Carolina
$2.7M
RA
809
Rockingstone Advisors
Massachusetts
$2.7M
MNBTD
810
Moody National Bank Trust Division
Texas
$2.69M
Luther King Capital Management (LKCM)
811
Luther King Capital Management (LKCM)
Texas
$2.66M
BKA
812
Brick & Kyle Associates
Pennsylvania
$2.66M
AAM
813
Azzad Asset Management
Virginia
$2.64M
TE
814
Tema ETFs
New York
$2.64M
KWM
815
Keebeck Wealth Management
Illinois
$2.64M
FBT
816
First Bank & Trust
South Dakota
$2.63M
WPC
817
Wedmont Private Capital
Pennsylvania
$2.62M
SSWM
818
Smith Salley Wealth Management
North Carolina
$2.61M
PCIA
819
Prime Capital Investment Advisors
Kansas
$2.6M
TVWM
820
Tower View Wealth Management
Wisconsin
$2.6M
GITFIT
821
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.59M
ABTD
822
Arvest Bank Trust Division
Oklahoma
$2.59M
BC
823
Broadwater Capital
Massachusetts
$2.58M
SAM
824
Sectoral Asset Management
Quebec, Canada
$2.57M
DGM
825
Delta Global Management
New York
$2.57M