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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
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$2.51M
CPA
877
Court Place Advisors
Maryland
$2.5M
GIM
878
Goelzer Investment Management
Indiana
$2.48M
JFG
879
Jefferies Financial Group
New York
$2.47M
AC
880
Avestar Capital
New York
$2.46M
GJWM
881
Gilliland Jeter Wealth Management
Arkansas
$2.46M
TYCC
882
Texas Yale Capital Corp
Florida
$2.45M
VWM
883
Vivid Wealth Management
Iowa
$2.44M
CA
884
Cullinan Associates
Kentucky
$2.43M
AM
885
Account Management
Massachusetts
$2.41M
AW
886
Alaethes Wealth
Nevada
$2.41M
SP
887
Stablepoint Partners
Massachusetts
$2.41M
BTI
888
Blue Trust Inc
Georgia
$2.41M
HHGA
889
Halbert Hargrove Global Advisors
California
$2.41M
SFS
890
Stiles Financial Services
Minnesota
$2.4M
WI
891
Westbourne Investments
Virginia
$2.39M
PI
892
PFG Investments
New York
$2.38M
PI
893
PGGM Investments
Netherlands
$2.37M
OTL
894
Oak Thistle LLC
New York
$2.36M
AHIA
895
Andrew Hill Investment Advisors
Florida
$2.36M
RWM
896
Ritholtz Wealth Management
New York
$2.35M
VF
897
Vest Financial
Virginia
$2.34M
DWT
898
Dorsey & Whitney Trust
South Dakota
$2.33M
NP
899
NorthRock Partners
Minnesota
$2.32M
SDIC
900
South Dakota Investment Council
South Dakota
$2.3M