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Intuitive Surgical

2,244 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,023 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Accurate Wealth Management
Florida
$3.58M
VF
802
Vest Financial
Virginia
$3.58M
FFA
803
Fairfield Financial Advisors
Massachusetts
$3.57M
HPC
804
HM Payson & Co
Maine
$3.56M
VT
805
Vise Technologies
New York
$3.55M
HCG
806
Haven Capital Group
California
$3.55M
VF
807
Virtu Financial
New York
$3.54M
BIG
808
Brooklyn Investment Group
New York
$3.54M
WPC
809
Wedmont Private Capital
Pennsylvania
$3.53M
HA
810
Herold Advisors
New York
$3.5M
HCMT
811
Highland Capital Management (Tennessee)
Tennessee
$3.5M
CPCPP
812
Canada Post Corporation Pension Plan
Canada
$3.5M
FFB
813
First Financial Bankshares
Texas
$3.49M
SG Americas Securities
814
SG Americas Securities
New York
$3.48M
OQS
815
Occudo Quantitative Strategies
Florida
$3.47M
CRCM
816
Crystal Rock Capital Management
Illinois
$3.46M
DWP
817
Daymark Wealth Partners
Ohio
$3.46M
SA
818
Strategic Advisors
New York
$3.46M
EAM
819
Exome Asset Management
New York
$3.46M
SWA
820
Stratos Wealth Advisors
Ohio
$3.45M
BRWA
821
B. Riley Wealth Advisors
Florida
$3.45M
LNWWM
822
Laird Norton Wetherby Wealth Management
California
$3.45M
WG
823
Winton Group
United Kingdom
$3.43M
PWAM
824
Papamarkou Wellner Asset Management
New York
$3.43M
SPS
825
Susquehanna Portfolio Strategies
Pennsylvania
$3.43M