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Intuitive Surgical

1,403 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
-26
Holders Change %
-1.82%
% of All Funds
22.46%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
114
Increased
520
Reduced
519
Closed
111
Calls
$804M
Puts
$547M
Net Calls
+$257M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1051
Silverlake Wealth Management
Vermont
$298K
RPC
1052
Rossmore Private Capital
Connecticut
$295K
PWP
1053
Principle Wealth Partners
Connecticut
$294K +$20.4K +80 +7%
VWM
1054
Vigilare Wealth Management
Arizona
$294K
HPWM
1055
High Pines Wealth Management
Massachusetts
$290K +$1.53K +6 +0.5%
GWM
1056
Geneos Wealth Management
Colorado
$289K -$494K -1,933 -63%
TSWM
1057
Triangle Securities Wealth Management
North Carolina
$289K
EG
1058
Ellerson Group
Maryland
$287K -$165K -645 -36%
NPF
1059
Norris Perne & French
Michigan
$287K
TCA
1060
Transcend Capital Advisors
New Jersey
$287K +$10.7K +42 +4%
Financial Engines Advisors
1061
Financial Engines Advisors
California
$287K -$19.7K -77 -6%
SFO
1062
Stokes Family Office
Louisiana
$285K -$208K -814 -42%
GDP
1063
Great Diamond Partners
Maine
$285K -$26.3K -103 -8%
TPWA
1064
TRUE Private Wealth Advisors
Oregon
$285K -$2.3K -9 -0.8%
PCS
1065
Personal CFO Solutions
New Jersey
$284K +$5.37K +21 +2%
CFP
1066
Catalyst Financial Partners
Massachusetts
$283K +$17.9K +70 +7%
FMN
1067
Financial Management Network
California
$280K
PNAA
1068
Pictet North America Advisors
Switzerland
$280K
AWM
1069
Aries Wealth Management
Maine
$279K -$14.6K -57 -5%
RWP
1070
Revolve Wealth Partners
New Jersey
$279K -$28.4K -111 -9%
FP
1071
Financial Perspectives
Minnesota
$279K
PWAC
1072
Private Wealth Advisors (California)
California
$277K
QPWM
1073
Quadrant Private Wealth Management
Pennsylvania
$276K -$255 -1 -0.1%
PWMG
1074
Prestige Wealth Management Group
New Jersey
$275K +$254K +994 +1,198%
JWCA
1075
J.W. Coons Advisors
Ohio
$274K