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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
901
Dakota Wealth Management
Florida
$2.1M
FA
902
Fiduciary Alliance
South Carolina
$2.1M
TCOV
903
Trust Company of Vermont
Vermont
$2.08M
AFG
904
Atomi Financial Group
New York
$2.08M
GWM
905
Geneos Wealth Management
Colorado
$2.06M
DSC
906
Duncker Streett & Co
Missouri
$2.06M
BP
907
Ballentine Partners
Massachusetts
$2.05M
RP
908
Rowlandmiller & Partners
Georgia
$2.05M
TNAM
909
Terra Nova Asset Management
New York
$2.04M
RBA
910
Richard Bernstein Advisors
New York
$2.03M
ELI
911
Empire Life Investments
Ontario, Canada
$2.02M
TS
912
Triglav Skladi
Slovenia
$2.02M
HHGA
913
Halbert Hargrove Global Advisors
California
$2.02M
MCC
914
Malaga Cove Capital
California
$2.01M
AIM
915
Alhambra Investment Management
Florida
$2.01M
PI
916
PFG Investments
New York
$2M
SDIC
917
South Dakota Investment Council
South Dakota
$1.99M
DWT
918
Dorsey & Whitney Trust
South Dakota
$1.99M
LC
919
Lavaca Capital
Texas
$1.98M
WP
920
WealthShield Partners
North Carolina
$1.97M
AWM
921
Angeles Wealth Management
California
$1.97M
EHI
922
Eagle Health Investments
Connecticut
$1.96M
WBC
923
Westpac Banking Corp
Australia
$1.95M
CPBTD
924
Central Pacific Bank - Trust Division
Hawaii
$1.95M
NP
925
NorthRock Partners
Minnesota
$1.93M