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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
BFM
1026
Boothbay Fund Management
New York
$1.38M
LA
1027
Legacy Advisors
Pennsylvania
$1.37M
IWA
1028
Icon Wealth Advisors
Texas
$1.37M
CI
1029
Corient IA
Florida
$1.36M
EFG
1030
Everhart Financial Group
Ohio
$1.36M
ETCM
1031
Evolutionary Tree Capital Management
Virginia
$1.36M
BTWM
1032
Brass Tax Wealth Management
Ohio
$1.36M
CWMGP
1033
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.34M
KLCM
1034
KG&L Capital Management
Louisiana
$1.33M
IAS
1035
Insigneo Advisory Services
Florida
$1.33M
MCM
1036
McRae Capital Management
New Jersey
$1.31M
CIM
1037
Chapman Investment Management
California
$1.31M
UB
1038
Umpqua Bank
Oregon
$1.31M
RFP
1039
Root Financial Partners
California
$1.31M
GA
1040
GraniteShares Advisors
New York
$1.3M
AA
1041
ALPS Advisors
Colorado
$1.3M
ET
1042
Equitable Trust
Tennessee
$1.3M
QWM
1043
Quadcap Wealth Management
Texas
$1.3M
LWAM
1044
Legacy Wealth Asset Management
Minnesota
$1.29M
KA
1045
Kintegral Advisory
New York
$1.28M
RCM
1046
Riverpark Capital Management
New York
$1.28M
PPWP
1047
Premier Path Wealth Partners
New Jersey
$1.27M
HT
1048
Heritage Trust
Oklahoma
$1.27M
SWP
1049
Sagespring Wealth Partners
Tennessee
$1.27M
FRM
1050
Fox Run Management
Connecticut
$1.26M