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Intuitive Surgical

2,085 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, 836 increasing their positions, 801 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
2,085
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
EFG
1026
Everhart Financial Group
Ohio
$1.36M
ETCM
1027
Evolutionary Tree Capital Management
Virginia
$1.36M
BTWM
1028
Brass Tax Wealth Management
Ohio
$1.36M
CWMGP
1029
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.34M
KLCM
1030
KG&L Capital Management
Louisiana
$1.33M
IAS
1031
Insigneo Advisory Services
Florida
$1.33M
MCM
1032
McRae Capital Management
New Jersey
$1.31M
CIM
1033
Chapman Investment Management
California
$1.31M
UB
1034
Umpqua Bank
Oregon
$1.31M
RFP
1035
Root Financial Partners
California
$1.31M
GA
1036
GraniteShares Advisors
New York
$1.3M
AA
1037
ALPS Advisors
Colorado
$1.3M
ET
1038
Equitable Trust
Tennessee
$1.3M
QWM
1039
Quadcap Wealth Management
Texas
$1.3M
LWAM
1040
Legacy Wealth Asset Management
Minnesota
$1.29M
KA
1041
Kintegral Advisory
New York
$1.28M
RCM
1042
Riverpark Capital Management
New York
$1.28M
PPWP
1043
Premier Path Wealth Partners
New Jersey
$1.27M
HT
1044
Heritage Trust
Oklahoma
$1.27M
SWP
1045
Sagespring Wealth Partners
Tennessee
$1.27M
FRM
1046
Fox Run Management
Connecticut
$1.26M
MSFS
1047
Main Street Financial Solutions
Pennsylvania
$1.26M
NSB
1048
Norway Savings Bank
Maine
$1.26M
UAG
1049
United Advisor Group
Ohio
$1.26M
TCA
1050
Transcend Capital Advisors
New Jersey
$1.26M