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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
CI
1026
Corient IA
Florida
$1.51M
TIAA Trust, National Association
1027
TIAA Trust, National Association
North Carolina
$1.51M
ZI
1028
ZEGA Investments
Florida
$1.5M
SWP
1029
Sagespring Wealth Partners
Tennessee
$1.5M
WFC
1030
Western Financial Corp
California
$1.5M
BIG
1031
Brooklyn Investment Group
New York
$1.5M
Empower Advisory Group
1032
Empower Advisory Group
Colorado
$1.49M
SSG
1033
Summit Securities Group
New York
$1.49M
MC
1034
Martin Currie
United Kingdom
$1.49M
KJHP
1035
K.J. Harrison & Partners
Ontario, Canada
$1.49M
AAP
1036
Arax Advisory Partners
Colorado
$1.47M
CCA
1037
Checchi Capital Advisers
California
$1.47M
PIM
1038
Penobscot Investment Management
Massachusetts
$1.47M
EPAM
1039
Evelyn Partners Asset Management
$1.47M
IAS
1040
Insigneo Advisory Services
Florida
$1.47M
GA
1041
GoalVest Advisory
New York
$1.47M
RFP
1042
Root Financial Partners
California
$1.46M
VF
1043
Virtu Financial
New York
$1.46M
GVAG
1044
Great Valley Advisor Group
Delaware
$1.45M
CRCM
1045
Crystal Rock Capital Management
Illinois
$1.45M
SVWAG
1046
Sound View Wealth Advisors Group
Georgia
$1.43M
KA
1047
Kintegral Advisory
New York
$1.43M
PP
1048
Paloma Partners
Connecticut
$1.43M
EWM
1049
Empirical Wealth Management
Washington
$1.43M
ST
1050
Sabal Trust
Florida
$1.43M