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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
EAM
801
Exome Asset Management
New York
$2.84M
PWAM
802
Papamarkou Wellner Asset Management
New York
$2.82M
VT
803
Vise Technologies
New York
$2.82M
WCM
804
Whitener Capital Management
North Carolina
$2.82M
SYBT
805
Stock Yards Bank & Trust
Kentucky
$2.78M
HCG
806
Haven Capital Group
California
$2.77M
TLP
807
Trinity Legacy Partners
Texas
$2.77M
DWP
808
Daymark Wealth Partners
Ohio
$2.76M
Empower Advisory Group
809
Empower Advisory Group
Colorado
$2.75M
GI
810
GAMMA Investing
California
$2.74M
IP
811
Intellectus Partners
California
$2.71M
GCA
812
Gallagher Capital Advisors
Texas
$2.7M
AIM
813
Anchor Investment Management
South Carolina
$2.7M
RA
814
Rockingstone Advisors
Massachusetts
$2.7M
MNBTD
815
Moody National Bank Trust Division
Texas
$2.69M
Luther King Capital Management (LKCM)
816
Luther King Capital Management (LKCM)
Texas
$2.66M
BKA
817
Brick & Kyle Associates
Pennsylvania
$2.66M
AAM
818
Azzad Asset Management
Virginia
$2.64M
TE
819
Tema ETFs
New York
$2.64M
KWM
820
Keebeck Wealth Management
Illinois
$2.64M
FBT
821
First Bank & Trust
South Dakota
$2.63M
WPC
822
Wedmont Private Capital
Pennsylvania
$2.62M
SSWM
823
Smith Salley Wealth Management
North Carolina
$2.61M
PCIA
824
Prime Capital Investment Advisors
Kansas
$2.6M
TVWM
825
Tower View Wealth Management
Wisconsin
$2.6M