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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
IEFM
1001
IQ EQ Fund Management
Ireland
$1.45M
PFGIA
1002
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M
BFC
1003
Bedel Financial Consulting
Indiana
$1.45M
FCM
1004
Fire Capital Management
California
$1.43M
IAIM
1005
International Assets Investment Management
Florida
$1.43M
CAMV
1006
Concord Asset Management (Virginia)
Virginia
$1.42M
GIA
1007
Gladstone Institutional Advisory
Florida
$1.42M
PDL
1008
Portfolio Design Labs
California
$1.42M
GC
1009
Gilbert & Cook
Iowa
$1.42M
DT
1010
Diversified Trust
Tennessee
$1.42M
CA
1011
CoreCap Advisors
Michigan
$1.41M
AFP
1012
Ausdal Financial Partners
Iowa
$1.41M
SPA
1013
Sherbrooke Park Advisers
New York
$1.41M
NB
1014
NBT Bank
New York
$1.39M
HA
1015
Harfst & Associates
Wyoming
$1.39M
FB
1016
Fulton Bank
Pennsylvania
$1.39M
KAS
1017
KPP Advisory Services
Kentucky
$1.38M
BFM
1018
Boothbay Fund Management
New York
$1.38M
LA
1019
Legacy Advisors
Pennsylvania
$1.37M
IWA
1020
Icon Wealth Advisors
Texas
$1.37M
CI
1021
Corient IA
Florida
$1.36M
EFG
1022
Everhart Financial Group
Ohio
$1.36M
ETCM
1023
Evolutionary Tree Capital Management
Virginia
$1.36M
BTWM
1024
Brass Tax Wealth Management
Ohio
$1.36M
CWMGP
1025
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.34M