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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
CWP
1001
Concord Wealth Partners
Virginia
$1.68M
BBHC
1002
Brown Brothers Harriman & Co
New York
$1.67M
KIA
1003
KCM Investment Advisors
California
$1.65M
FHA
1004
Flagship Harbor Advisors
Massachusetts
$1.64M
DA
1005
Doliver Advisors
Texas
$1.64M
CA
1006
Clearstead Advisors
Ohio
$1.63M
GLR
1007
Great Lakes Retirement
Ohio
$1.62M
EFG
1008
Everhart Financial Group
Ohio
$1.62M
ATS
1009
Ashton Thomas Securities
New York
$1.62M
FMB
1010
Field & Main Bank
Kentucky
$1.61M
BM
1011
Brandywine Managers
Delaware
$1.61M
RA
1012
RFG Advisory
Alabama
$1.6M
MIM
1013
Marco Investment Management
Georgia
$1.6M
FFA
1014
Farther Finance Advisors
California
$1.6M
ACM
1015
Ashford Capital Management
Delaware
$1.6M
GS
1016
GTS Securities
New York
$1.59M
SAG
1017
SageView Advisory Group
California
$1.58M
FCM
1018
Fire Capital Management
California
$1.58M
RAM
1019
Redmond Asset Management
Virginia
$1.56M
ET
1020
Equitable Trust
Tennessee
$1.56M
B
1021
Bensler
Washington
$1.54M
QWM
1022
Quadcap Wealth Management
Texas
$1.53M
SYBT
1023
Stock Yards Bank & Trust
Kentucky
$1.53M
NB
1024
NBT Bank
New York
$1.52M
GC
1025
Gilbert & Cook
Iowa
$1.52M