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Intuitive Surgical

2,244 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,023 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1001
Baader Bank Aktiengesellschaft
Germany
$1.91M
CWP
1002
Concord Wealth Partners
Virginia
$1.91M
CAMV
1003
Concord Asset Management (Virginia)
Virginia
$1.91M
SB
1004
Strategic Blueprint
Georgia
$1.91M
GVAG
1005
Great Valley Advisor Group
Delaware
$1.9M
SF
1006
Symphony Financial
Texas
$1.89M
PFWA
1007
Paces Ferry Wealth Advisors
Georgia
$1.88M
LIM
1008
Leavell Investment Management
Alabama
$1.87M
WH
1009
Willner & Heller
California
$1.87M
AAIM
1010
Asset Advisors Investment Management
Georgia
$1.86M
SF
1011
Synovus Financial
Georgia
$1.86M
NB
1012
NBT Bank
New York
$1.86M
MCCP
1013
Mission Creek Capital Partners
California
$1.86M
Capstone Investment Advisors
1014
Capstone Investment Advisors
New York
$1.86M
IA
1015
IFP Advisors
Florida
$1.85M
SW
1016
SlateStone Wealth
Florida
$1.85M
EFG
1017
Everhart Financial Group
Ohio
$1.85M
AAP
1018
Arax Advisory Partners
Colorado
$1.83M
RA
1019
RFG Advisory
Alabama
$1.83M
NW
1020
Naviter Wealth
Arkansas
$1.83M
GLR
1021
Great Lakes Retirement
Ohio
$1.83M
ZI
1022
ZEGA Investments
Florida
$1.83M
SAW
1023
Signal Advisors Wealth
Michigan
$1.83M
GIA
1024
Gladstone Institutional Advisory
Florida
$1.82M
MOS
1025
MGO One Seven
Ohio
$1.81M