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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
WWM
926
Western Wealth Management
Colorado
$2.14M
HCM
927
Hollencrest Capital Management
California
$2.13M
ECM
928
Evergreen Capital Management
Washington
$2.12M
AWM
929
Angeles Wealth Management
California
$2.11M
GCM
930
Geneva Capital Management
Wisconsin
$2.11M
VFA
931
Valeo Financial Advisors
Indiana
$2.1M
LA
932
Legacy Advisors
Pennsylvania
$2.09M
SAM
933
Smartleaf Asset Management
Massachusetts
$2.09M
GD
934
Grandfield & Dodd
New York
$2.08M
HCM
935
Howland Capital Management
Massachusetts
$2.07M
GAG
936
GM Advisory Group
New York
$2.06M
BFG
937
Berger Financial Group
Minnesota
$2.06M
BPA
938
Beacon Pointe Advisors
California
$2.06M
AFG
939
Atomi Financial Group
New York
$2.05M
AIC
940
Argus Investors Counsel
New York
$2.05M
CC
941
Centiva Capital
New York
$2.05M
MAM
942
Martingale Asset Management
Massachusetts
$2.04M
TCWA
943
Turtle Creek Wealth Advisors
Texas
$2.04M
TAM
944
Trust Asset Management
Texas
$2.03M
CS
945
Cannell & Spears
New York
$2.03M
LB
946
Legacy Bridge
Iowa
$2.03M
CAMG
947
CWA Asset Management Group
Florida
$2M
SC
948
Syon Capital
California
$1.99M
JWM
949
Jacksonville Wealth Management
Florida
$1.99M
GITFIT
950
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.98M