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Intuitive Surgical

2,232 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,012 increasing their positions, 700 reducing their positions, and 110 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
876
Stiles Financial Services
Minnesota
$2.77M
CA
877
Clearstead Advisors
Ohio
$2.77M
EHC
878
Everett Harris & Co
California
$2.76M
WAP
879
Wealthcare Advisory Partners
Pennsylvania
$2.76M
HBT
880
Hills Bank & Trust
Iowa
$2.76M
BJL
881
Brighton Jones LLC
Washington
$2.74M
ECM
882
Evergreen Capital Management
Washington
$2.74M
MGP
883
M&G plc
United Kingdom
$2.73M
AFG
884
Atomi Financial Group
New York
$2.73M
CPA
885
Court Place Advisors
Maryland
$2.72M
GIM
886
Goelzer Investment Management
Indiana
$2.71M
TNAM
887
Terra Nova Asset Management
New York
$2.71M
MTWM
888
Masso Torrence Wealth Management
New Jersey
$2.71M
BP
889
Ballentine Partners
Massachusetts
$2.7M
KCM
890
Kornitzer Capital Management
Kansas
$2.69M
SP
891
Stablepoint Partners
Massachusetts
$2.68M
PFM
892
Patton Fund Management
Texas
$2.68M
AW
893
Alaethes Wealth
Nevada
$2.68M
GJWM
894
Gilliland Jeter Wealth Management
Arkansas
$2.67M
CA
895
Cullinan Associates
Kentucky
$2.66M
AM
896
Account Management
Massachusetts
$2.65M
VSQM
897
V-Square Quantitative Management
Illinois
$2.65M
LWAM
898
Legacy Wealth Asset Management
Minnesota
$2.64M
SSWM
899
Smith Salley Wealth Management
North Carolina
$2.64M
CAG
900
Crestwood Advisors Group
Massachusetts
$2.64M