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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
OHIS
826
Oak Harvest Investment Services
Texas
$2.94M
MNBTD
827
Moody National Bank Trust Division
Texas
$2.92M
RMDI
828
R.M. Davis Inc
Maine
$2.91M
N
829
Numerai
California
$2.9M
KCM
830
Kornitzer Capital Management
Kansas
$2.89M
RWB
831
RMR Wealth Builders
New Jersey
$2.89M
CCP
832
Clarity Capital Partners
California
$2.88M
MSK
833
Melissa S. Kampmann
$2.85M
FWP
834
Falcon Wealth Planning
California
$2.84M
BSCCG
835
Blue Sky Capital Consultants Group
California
$2.83M
CAM
836
Claret Asset Management
Quebec, Canada
$2.82M
IA
837
IFP Advisors
Florida
$2.8M
MPA
838
Marvin & Palmer Associates
Delaware
$2.8M
TVWM
839
Tower View Wealth Management
Wisconsin
$2.79M
EB
840
Eastern Bank
Massachusetts
$2.77M
TLP
841
Trinity Legacy Partners
Texas
$2.77M
QIM
842
Quantitative Investment Management
Virginia
$2.77M
CP
843
CenterBook Partners
Connecticut
$2.73M
IWC
844
Integrated Wealth Concepts
Massachusetts
$2.72M
CW
845
CreativeOne Wealth
Kansas
$2.71M
ISL
846
Ingalls & Snyder LLC
New York
$2.71M
MYLI
847
Meiji Yasuda Life Insurance
Japan
$2.7M
DT
848
Diversified Trust
Tennessee
$2.67M
BEI
849
Benjamin Edwards Inc
Missouri
$2.67M
CAG
850
Csenge Advisory Group
Florida
$2.67M