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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
951
Valley Wealth Managers
New Jersey
$1.83M +$676K +1,409 +53%
BBHC
952
Brown Brothers Harriman & Co
New York
$1.8M +$76.8K +160 +4%
LB
953
Legacy Bridge
Iowa
$1.8M -$26.9K -56 -1%
PCG
954
Prosperity Consulting Group
Maryland
$1.8M +$9.12K +19 +0.5%
WC
955
Waterloo Capital
Texas
$1.79M -$529K -1,103 -22%
LFM
956
LGT Fund Management
Liechtenstein
$1.79M +$487K +1,014 +33%
CWP
957
Concord Wealth Partners
Virginia
$1.78M +$223K +464 +13%
MOS
958
MGO One Seven
Ohio
$1.78M +$306K +637 +19%
CDDEC
959
Caisse Des Depots Et Consignations
France
$1.78M +$1.91M +3,974 New
GCM
960
Geneva Capital Management
Wisconsin
$1.77M -$71.5K -149 -4%
JWM
961
Jacksonville Wealth Management
Florida
$1.76M -$37K -77 -2%
HIA
962
Harbor Investment Advisory
Maryland
$1.73M -$768K -1,600 -29%
AP
963
Americana Partners
Texas
$1.73M +$4.32K +9 +0.2%
EWM
964
Empirical Wealth Management
Washington
$1.7M +$266K +554 +17%
HCM
965
Howland Capital Management
Massachusetts
$1.69M +$22.6K +47 +1%
WP
966
Westmount Partners
California
$1.68M
BPA
967
Beacon Pointe Advisors
California
$1.68M -$1.16M -2,425 -39%
GD
968
Grandfield & Dodd
New York
$1.68M
AA
969
Altman Advisors
Illinois
$1.68M +$20.6K +43 +1%
RS
970
R Squared
Hong Kong
$1.68M +$459K +956 +34%
FHC
971
First Horizon Corporation
Tennessee
$1.68M +$1.8M +3,746 New
GAG
972
GM Advisory Group
New York
$1.67M -$212K -441 -11%
EB
973
Eastern Bank
Massachusetts
$1.67M -$835K -1,740 -32%
HIM
974
Hillsdale Investment Management
Ontario, Canada
$1.67M +$384K +800 +27%
PWP
975
Principle Wealth Partners
Connecticut
$1.67M -$4.8K -10 -0.3%