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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
CB
1001
CNB Bank
Pennsylvania
$1.53M -$105K -218 -6%
CPIG
1002
Chicago Partners Investment Group
Illinois
$1.53M +$83.5K +174 +7%
SW
1003
SlateStone Wealth
Florida
$1.52M
LIM
1004
Leavell Investment Management
Alabama
$1.52M -$27.8K -58 -2%
NW
1005
Naviter Wealth
Arkansas
$1.51M +$1.92K +4 +0.1%
FMB
1006
Field & Main Bank
Kentucky
$1.51M +$44.6K +93 +3%
MCCP
1007
Mission Creek Capital Partners
California
$1.51M -$21.6K -45 -1%
CA
1008
CSM Advisors
Pennsylvania
$1.5M +$1.61M +3,357 New
RA
1009
RFG Advisory
Alabama
$1.5M -$14.4K -30 -0.9%
SAG
1010
SageView Advisory Group
California
$1.49M -$107K -223 -6%
ATS
1011
Ashton Thomas Securities
New York
$1.48M +$21.1K +44 +1%
IA
1012
IFP Advisors
Florida
$1.46M -$31.2K -65 -2%
SCTC
1013
Sanibel Captiva Trust Company
Florida
$1.45M +$530K +1,104 +51%
IEFM
1014
IQ EQ Fund Management
Ireland
$1.45M +$535K +1,115 +52%
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$1.34M +2,785 +602%
BFC
1016
Bedel Financial Consulting
Indiana
$1.45M +$7.2K +15 +0.5%
FCM
1017
Fire Capital Management
California
$1.43M +$31.7K +66 +2%
IAIM
1018
International Assets Investment Management
Florida
$1.43M +$4.8K +10 +0.4%
CAMV
1019
Concord Asset Management (Virginia)
Virginia
$1.42M -$160K -334 -9%
GIA
1020
Gladstone Institutional Advisory
Florida
$1.42M -$87.3K -182 -5%
PDL
1021
Portfolio Design Labs
California
$1.42M +$600K +1,251 +65%
GC
1022
Gilbert & Cook
Iowa
$1.42M +$12.5K +26 +0.8%
DT
1023
Diversified Trust
Tennessee
$1.42M +$34.1K +71 +2%
CA
1024
CoreCap Advisors
Michigan
$1.41M +$413K +861 +37%
AFP
1025
Ausdal Financial Partners
Iowa
$1.41M +$416K +866 +38%