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Intuitive Surgical

2,075 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 831 increasing their positions, 797 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,075
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
EWM
951
Empirical Wealth Management
Washington
$1.7M
HCM
952
Howland Capital Management
Massachusetts
$1.69M
WP
953
Westmount Partners
California
$1.68M
BPA
954
Beacon Pointe Advisors
California
$1.68M
GD
955
Grandfield & Dodd
New York
$1.68M
AA
956
Altman Advisors
Illinois
$1.68M
RS
957
R Squared
Hong Kong
$1.68M
FHC
958
First Horizon Corporation
Tennessee
$1.68M
GAG
959
GM Advisory Group
New York
$1.67M
EB
960
Eastern Bank
Massachusetts
$1.67M
HIM
961
Hillsdale Investment Management
Ontario, Canada
$1.67M
PWP
962
Principle Wealth Partners
Connecticut
$1.67M
IB
963
Iyo Bank
Japan
$1.66M
VT
964
Volterra Technologies
New York
$1.66M
VIA
965
Virtus Investment Advisers
Connecticut
$1.66M
HCM
966
Hall Capital Management
Rhode Island
$1.66M
FUBT
967
First United Bank & Trust
Maryland
$1.65M
GPWM
968
Grant Private Wealth Management
California
$1.63M
HSA
969
HBK Sorce Advisory
Pennsylvania
$1.63M
TCM
970
Twin Capital Management
Pennsylvania
$1.62M
XT
971
XTX Topco
Cayman Islands
$1.61M
KJHP
972
K.J. Harrison & Partners
Ontario, Canada
$1.61M
IWM
973
IHT Wealth Management
Illinois
$1.61M
KIA
974
Knollwood Investment Advisory
Maryland
$1.6M
MWM
975
Moran Wealth Management
Florida
$1.6M