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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
JPWM
901
Jamison Private Wealth Management
Georgia
$2.3M
TNAM
902
Terra Nova Asset Management
New York
$2.3M
SCA
903
Stonebridge Capital Advisors
Minnesota
$2.3M
CAG
904
Crestwood Advisors Group
Massachusetts
$2.29M
SFS
905
Sowell Financial Services
Arkansas
$2.27M
IPAM
906
ICICI Prudential Asset Management
India
$2.27M
MCC
907
Malaga Cove Capital
California
$2.26M
CLOS
908
Compagnie Lombard Odier SCmA
Switzerland
$2.25M
KWM
909
Kingsview Wealth Management
Oregon
$2.25M
WC
910
Waterloo Capital
Texas
$2.24M
AIM
911
Alhambra Investment Management
Florida
$2.23M
SAM
912
Strategy Asset Managers
California
$2.22M
UFF
913
USA Financial Formulas
Michigan
$2.22M
WF
914
WoodTrust Financial
Wisconsin
$2.21M
LFG
915
Larson Financial Group
Missouri
$2.21M
SSWM
916
Smith Salley Wealth Management
North Carolina
$2.19M
BP
917
Ballentine Partners
Massachusetts
$2.19M
ELI
918
Empire Life Investments
Ontario, Canada
$2.18M
EHI
919
Eagle Health Investments
Connecticut
$2.17M
IP
920
Intellectus Partners
California
$2.17M
MOS
921
MGO One Seven
Ohio
$2.17M
FCT
922
Family Capital Trust
Massachusetts
$2.17M
ACM
923
Alamar Capital Management
California
$2.16M
LC
924
Lavaca Capital
Texas
$2.14M
EIA
925
Eastover Investment Advisors
North Carolina
$2.14M