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Intuitive Surgical

2,244 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, 1,023 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
CA
901
Cullinan Associates
Kentucky
$2.66M
AM
902
Account Management
Massachusetts
$2.65M
VSQM
903
V-Square Quantitative Management
Illinois
$2.65M
LWAM
904
Legacy Wealth Asset Management
Minnesota
$2.64M
SSWM
905
Smith Salley Wealth Management
North Carolina
$2.64M
CAG
906
Crestwood Advisors Group
Massachusetts
$2.64M
VWM
907
Vivid Wealth Management
Iowa
$2.63M
WI
908
Westbourne Investments
Virginia
$2.63M
LIP
909
Lighthouse Investment Partners
Florida
$2.61M
BC
910
Bridgefront Capital
Texas
$2.6M
SFG
911
SevenBridge Financial Group
Pennsylvania
$2.6M
FWP
912
FAS Wealth Partners
Kansas
$2.57M
NP
913
NorthRock Partners
Minnesota
$2.56M
AWM
914
Angeles Wealth Management
California
$2.55M
TLP
915
Trinity Legacy Partners
Texas
$2.55M
GCA
916
Gallagher Capital Advisors
Texas
$2.53M
SDIC
917
South Dakota Investment Council
South Dakota
$2.53M
TCWA
918
Turtle Creek Wealth Advisors
Texas
$2.52M
SCA
919
Stonebridge Capital Advisors
Minnesota
$2.5M
JPWM
920
Jamison Private Wealth Management
Georgia
$2.49M
N
921
Numerai
California
$2.49M
PI
922
PFG Investments
New York
$2.49M
SCM
923
Sandler Capital Management
New York
$2.47M
VFA
924
Valeo Financial Advisors
Indiana
$2.47M
HHGA
925
Halbert Hargrove Global Advisors
California
$2.47M