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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ZI
1026
ZEGA Investments
Florida
$1.5M +$397K +802 +36%
SWP
1027
Sagespring Wealth Partners
Tennessee
$1.5M +$116K +235 +8%
WFC
1028
Western Financial Corp
California
$1.5M +$112K +226 +8%
BIG
1029
Brooklyn Investment Group
New York
$1.5M +$54K +109 +4%
Empower Advisory Group
1030
Empower Advisory Group
Colorado
$1.49M +$669K +1,351 +81%
SSG
1031
Summit Securities Group
New York
$1.49M +$1.46M +2,956 +5,186%
MC
1032
Martin Currie
United Kingdom
$1.49M -$111K -225 -7%
KJHP
1033
K.J. Harrison & Partners
Ontario, Canada
$1.49M
AAP
1034
Arax Advisory Partners
Colorado
$1.47M -$114K -230 -7%
CCA
1035
Checchi Capital Advisers
California
$1.47M +$18.8K +38 +1%
PIM
1036
Penobscot Investment Management
Massachusetts
$1.47M -$49K -99 -3%
EPAM
1037
Evelyn Partners Asset Management
$1.47M +$1.47M +10,402 New
IAS
1038
Insigneo Advisory Services
Florida
$1.47M +$157K +317 +12%
GA
1039
GoalVest Advisory
New York
$1.47M +$1.41M +2,840 +2,309%
RFP
1040
Root Financial Partners
California
$1.46M -$333K -673 -19%
VF
1041
Virtu Financial
New York
$1.46M +$1.46M +2,955 New
GVAG
1042
Great Valley Advisor Group
Delaware
$1.45M +$107K +217 +8%
CRCM
1043
Crystal Rock Capital Management
Illinois
$1.45M +$1.45M +2,925 New
SVWAG
1044
Sound View Wealth Advisors Group
Georgia
$1.43M +$15.8K +32 +1%
KA
1045
Kintegral Advisory
New York
$1.43M -$4.95K -10 -0.3%
PP
1046
Paloma Partners
Connecticut
$1.43M +$1.43M +2,888 New
EWM
1047
Empirical Wealth Management
Washington
$1.43M +$439K +887 +44%
ST
1048
Sabal Trust
Florida
$1.43M +$255K +514 +22%
IIA
1049
IPG Investment Advisors
California
$1.43M +$54K +109 +4%
CAMV
1050
Concord Asset Management (Virginia)
Virginia
$1.42M +$1.42M +2,913 New