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Intuitive Surgical

2,232 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,012 increasing their positions, 700 reducing their positions, and 110 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1026
SageView Advisory Group
California
$1.76M
SWP
1027
Sagespring Wealth Partners
Tennessee
$1.75M
BFC
1028
Bedel Financial Consulting
Indiana
$1.75M
DFCM
1029
Dark Forest Capital Management
Puerto Rico
$1.73M
BM
1030
Brandywine Managers
Delaware
$1.73M
GA
1031
GoalVest Advisory
New York
$1.72M
EPAM
1032
Evelyn Partners Asset Management
$1.71M
GC
1033
Gilbert & Cook
Iowa
$1.71M
FCM
1034
Fire Capital Management
California
$1.71M
RAM
1035
Redmond Asset Management
Virginia
$1.68M
DT
1036
Diversified Trust
Tennessee
$1.68M
LFM
1037
LGT Fund Management
Liechtenstein
$1.66M
CI
1038
Corient IA
Florida
$1.66M
CCA
1039
Checchi Capital Advisers
California
$1.65M
ETCM
1040
Evolutionary Tree Capital Management
Virginia
$1.65M
Twin Tree Management
1041
Twin Tree Management
Texas
$1.65M
QWM
1042
Quadcap Wealth Management
Texas
$1.64M
HA
1043
Harfst & Associates
Wyoming
$1.64M
WFC
1044
Western Financial Corp
California
$1.63M
KJHP
1045
K.J. Harrison & Partners
Ontario, Canada
$1.63M
RFP
1046
Root Financial Partners
California
$1.63M
HI
1047
Harbour Investments
Wisconsin
$1.62M
ET
1048
Equitable Trust
Tennessee
$1.6M
PPWP
1049
Premier Path Wealth Partners
New Jersey
$1.6M
MCM
1050
McRae Capital Management
New Jersey
$1.6M