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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
WG
801
Winton Group
United Kingdom
$3.28M
FHA
802
First Horizon Advisors
Tennessee
$3.28M
FFB
803
First Financial Bankshares
Texas
$3.28M
ACM
804
Advisors Capital Management
New Jersey
$3.26M
HCG
805
Haven Capital Group
California
$3.23M
PWAM
806
Papamarkou Wellner Asset Management
New York
$3.23M
GS
807
GWN Securities
Florida
$3.22M
DWP
808
Daymark Wealth Partners
Ohio
$3.21M
HCMT
809
Highland Capital Management (Tennessee)
Tennessee
$3.2M
HA
810
Herold Advisors
New York
$3.19M
WPC
811
Wedmont Private Capital
Pennsylvania
$3.17M
EAM
812
Exome Asset Management
New York
$3.15M
MSA
813
MUFG Securities Americas
New York
$3.13M
SWA
814
Stratos Wealth Advisors
Ohio
$3.08M
KWM
815
Keebeck Wealth Management
Illinois
$3.07M
GI
816
GAMMA Investing
California
$3.03M
AG
817
Ascent Group
Virginia
$3.02M
FFA
818
Fairfield Financial Advisors
Massachusetts
$3.02M
WBC
819
Westpac Banking Corp
Australia
$3.01M
WCM
820
Whitener Capital Management
North Carolina
$3.01M
EH
821
Equitable Holdings
New York
$2.99M
Luther King Capital Management (LKCM)
822
Luther King Capital Management (LKCM)
Texas
$2.98M
CPC
823
Cookson Peirce & Co
Pennsylvania
$2.95M
AWM
824
Accurate Wealth Management
Florida
$2.95M
CMI
825
Clare Market Investments
Texas
$2.94M