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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
KLCM
1026
KG&L Capital Management
Louisiana
$1.33M
IAS
1027
Insigneo Advisory Services
Florida
$1.33M
MCM
1028
McRae Capital Management
New Jersey
$1.31M
CIM
1029
Chapman Investment Management
California
$1.31M
UB
1030
Umpqua Bank
Oregon
$1.31M
RFP
1031
Root Financial Partners
California
$1.31M
GA
1032
GraniteShares Advisors
New York
$1.3M
AA
1033
ALPS Advisors
Colorado
$1.3M
ET
1034
Equitable Trust
Tennessee
$1.3M
QWM
1035
Quadcap Wealth Management
Texas
$1.3M
LWAM
1036
Legacy Wealth Asset Management
Minnesota
$1.29M
KA
1037
Kintegral Advisory
New York
$1.28M
RCM
1038
Riverpark Capital Management
New York
$1.28M
PPWP
1039
Premier Path Wealth Partners
New Jersey
$1.27M
HT
1040
Heritage Trust
Oklahoma
$1.27M
SWP
1041
Sagespring Wealth Partners
Tennessee
$1.27M
FRM
1042
Fox Run Management
Connecticut
$1.26M
MSFS
1043
Main Street Financial Solutions
Pennsylvania
$1.26M
NSB
1044
Norway Savings Bank
Maine
$1.26M
UAG
1045
United Advisor Group
Ohio
$1.26M
TCA
1046
Transcend Capital Advisors
New Jersey
$1.26M
CT
1047
Caldwell Trust
Florida
$1.25M
CTC
1048
Central Trust Company
Missouri
$1.25M
RMCM
1049
Reynders McVeigh Capital Management
Massachusetts
$1.25M
MMA
1050
Miracle Mile Advisors
California
$1.25M