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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
1026
Sherbrooke Park Advisers
New York
$1.41M +$670K +1,396 +80%
NB
1027
NBT Bank
New York
$1.39M +$24K +50 +1%
HA
1028
Harfst & Associates
Wyoming
$1.39M +$44.1K +92 +3%
FB
1029
Fulton Bank
Pennsylvania
$1.39M -$283K -590 -16%
KAS
1030
KPP Advisory Services
Kentucky
$1.38M +$495K +1,031 +50%
BFM
1031
Boothbay Fund Management
New York
$1.38M +$1.3M +2,708 +718%
LA
1032
Legacy Advisors
Pennsylvania
$1.37M +$1.47M +3,061 New
IWA
1033
Icon Wealth Advisors
Texas
$1.37M +$209K +436 +17%
CI
1034
Corient IA
Florida
$1.36M
EFG
1035
Everhart Financial Group
Ohio
$1.36M -$170K -354 -10%
ETCM
1036
Evolutionary Tree Capital Management
Virginia
$1.36M +$1.92K +4 +0.1%
BTWM
1037
Brass Tax Wealth Management
Ohio
$1.36M +$213K +444 +17%
CWMGP
1038
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.34M +$295K +614 +26%
KLCM
1039
KG&L Capital Management
Louisiana
$1.33M +$1.13M +2,361 +381%
IAS
1040
Insigneo Advisory Services
Florida
$1.33M +$101K +211 +8%
MCM
1041
McRae Capital Management
New Jersey
$1.31M
CIM
1042
Chapman Investment Management
California
$1.31M +$125K +260 +10%
UB
1043
Umpqua Bank
Oregon
$1.31M +$93.1K +194 +7%
RFP
1044
Root Financial Partners
California
$1.31M -$33.6K -70 -2%
GA
1045
GraniteShares Advisors
New York
$1.3M +$165K +344 +13%
AA
1046
ALPS Advisors
Colorado
$1.3M +$266K +555 +24%
ET
1047
Equitable Trust
Tennessee
$1.3M -$18.7K -39 -1%
QWM
1048
Quadcap Wealth Management
Texas
$1.3M -$59.5K -124 -4%
LWAM
1049
Legacy Wealth Asset Management
Minnesota
$1.29M -$955K -1,990 -41%
KA
1050
Kintegral Advisory
New York
$1.28M -$6.24K -13 -0.5%