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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
FBT
826
First Bank & Trust
South Dakota
$2.63M -$101K -210 -3%
WPC
827
Wedmont Private Capital
Pennsylvania
$2.62M -$356K -742 -11%
SSWM
828
Smith Salley Wealth Management
North Carolina
$2.61M +$471K +981 +20%
PCIA
829
Prime Capital Investment Advisors
Kansas
$2.6M +$92.1K +192 +3%
TVWM
830
Tower View Wealth Management
Wisconsin
$2.6M +$92.1K +192 +3%
GITFIT
831
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.59M +$960K +2,000 +53%
ABTD
832
Arvest Bank Trust Division
Oklahoma
$2.59M -$24.5K -51 -0.9%
BC
833
Broadwater Capital
Massachusetts
$2.58M -$1.5B -3,130,791 -100%
SAM
834
Sectoral Asset Management
Quebec, Canada
$2.57M +$240K +500 +10%
DGM
835
Delta Global Management
New York
$2.57M +$2.76M +5,743 New
SC
836
Savant Capital
Illinois
$2.56M -$30.2K -63 -1%
FWP
837
Falcon Wealth Planning
California
$2.56M -$22.1K -46 -0.8%
SC
838
Scotia Capital
Ontario, Canada
$2.54M -$146K -305 -5%
OAM
839
Oak Asset Management
California
$2.54M -$852K -1,775 -24%
RWM
840
Ritholtz Wealth Management
New York
$2.54M +$20.6K +43 +0.8%
WI
841
Westbourne Investments
Virginia
$2.52M -$52.8K -110 -2%
MIC
842
Maxi Investments CY
Cyprus
$2.51M
SWA
843
Stratos Wealth Advisors
Ohio
$2.51M -$358K -745 -12%
CAM
844
Cresset Asset Management
Illinois
$2.5M +$294K +612 +12%
FPAS
845
Focus Partners Advisor Solutions
Missouri
$2.47M +$446K +930 +25%
CMI
846
Clare Market Investments
Texas
$2.46M -$241K -503 -8%
SFS
847
Stiles Financial Services
Minnesota
$2.46M +$195K +407 +8%
IPAM
848
ICICI Prudential Asset Management
India
$2.46M +$486K +1,013 +23%
DP
849
DDD Partners
Washington
$2.46M +$2.33M +4,854 +747%
CPA
850
Court Place Advisors
Maryland
$2.45M +$233K +485 +10%