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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$2.87M +$39.4K +82 +1%
TPA
802
Trivium Point Advisory
Connecticut
$2.87M -$193K -402 -6%
FWIA
803
Fort Washington Investment Advisors
Ohio
$2.86M +$1.21M +2,517 +65%
CRCM
804
Crystal Rock Capital Management
Illinois
$2.85M
FRA
805
Front Row Advisors
California
$2.85M -$507K -1,057 -14%
EAM
806
Exome Asset Management
New York
$2.84M
PWAM
807
Papamarkou Wellner Asset Management
New York
$2.82M
VT
808
Vise Technologies
New York
$2.82M -$111K -231 -4%
WCM
809
Whitener Capital Management
North Carolina
$2.82M +$91.2K +190 +3%
SYBT
810
Stock Yards Bank & Trust
Kentucky
$2.78M +$1.24M +2,593 +72%
HCG
811
Haven Capital Group
California
$2.77M -$162K -338 -5%
TLP
812
Trinity Legacy Partners
Texas
$2.77M +$102K +212 +4%
DWP
813
Daymark Wealth Partners
Ohio
$2.76M -$95.5K -199 -3%
Empower Advisory Group
814
Empower Advisory Group
Colorado
$2.75M -$550K -1,147 -16%
GI
815
GAMMA Investing
California
$2.74M -$295K -614 -9%
IP
816
Intellectus Partners
California
$2.71M +$725K +1,510 +33%
GCA
817
Gallagher Capital Advisors
Texas
$2.7M +$1.44K +3 +0.1%
AIM
818
Anchor Investment Management
South Carolina
$2.7M +$204K +425 +8%
RA
819
Rockingstone Advisors
Massachusetts
$2.7M -$14.4K -30 -0.5%
MNBTD
820
Moody National Bank Trust Division
Texas
$2.69M +$5.28K +11 +0.2%
Luther King Capital Management (LKCM)
821
Luther King Capital Management (LKCM)
Texas
$2.66M +$32.2K +67 +1%
BKA
822
Brick & Kyle Associates
Pennsylvania
$2.66M +$2.86M +5,951 New
AAM
823
Azzad Asset Management
Virginia
$2.64M +$24.5K +51 +0.9%
TE
824
Tema ETFs
New York
$2.64M +$2.84M +5,912 New
KWM
825
Keebeck Wealth Management
Illinois
$2.64M -$142K -296 -5%