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Intuitive Surgical

2,075 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, 831 increasing their positions, 797 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
2,075
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
BCWM
1051
Bartlett & Co Wealth Management
Ohio
$1.25M
Parnassus Investments
1052
Parnassus Investments
California
$1.25M
FFS
1053
Founders Financial Securities
Maryland
$1.25M
WCM
1054
Weaver Capital Management
Georgia
$1.24M
FLPIM
1055
F.L. Putnam Investment Management
Massachusetts
$1.24M
MPPLM
1056
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.23M
LS
1057
Livforsakringsbolaget Skandia
Sweden
$1.22M
FIA
1058
Foundations Investment Advisors
Arizona
$1.21M
FIC
1059
FCG Investment Company
Tennessee
$1.19M
UAS
1060
United Asset Strategies
New York
$1.19M
VNIM
1061
Vaughan Nelson Investment Management
Texas
$1.19M
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$1.18M
IIC
1063
Ironwood Investment Counsel
Arizona
$1.18M
ACM
1064
Aquatic Capital Management
Illinois
$1.18M
GVAG
1065
Great Valley Advisor Group
Delaware
$1.18M
JIC
1066
Joel Isaacson & Co
New York
$1.18M
BLC
1067
Brown, Lisle/Cummings
Rhode Island
$1.17M
FFM
1068
Forum Financial Management
Illinois
$1.17M
AWM
1069
Aviso Wealth Management
Washington
$1.17M
PWPS
1070
Pinnacle Wealth Planning Services
Ohio
$1.17M
KWM
1071
Kingsman Wealth Management
Florida
$1.17M
PA
1072
Pinnacle Associates
New York
$1.17M
PEA
1073
Park Edge Advisors
Ohio
$1.17M
MCC
1074
Money Concepts Capital
Florida
$1.15M
CCA
1075
Checchi Capital Advisers
California
$1.15M