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Intuitive Surgical

2,244 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, 1,023 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
KJHP
1051
K.J. Harrison & Partners
Ontario, Canada
$1.63M
RFP
1052
Root Financial Partners
California
$1.63M
HI
1053
Harbour Investments
Wisconsin
$1.62M
ET
1054
Equitable Trust
Tennessee
$1.6M
PPWP
1055
Premier Path Wealth Partners
New Jersey
$1.6M
MCM
1056
McRae Capital Management
New Jersey
$1.6M
MSFS
1057
Main Street Financial Solutions
Pennsylvania
$1.59M
HIM
1058
Hillsdale Investment Management
Ontario, Canada
$1.59M
HDIM
1059
Hanson & Doremus Investment Management
Vermont
$1.58M
KA
1060
Kintegral Advisory
New York
$1.57M
CTC
1061
Central Trust Company
Missouri
$1.54M
IWM
1062
IHT Wealth Management
Illinois
$1.54M
LGA
1063
Lebenthal Global Advisors
New York
$1.54M
JSW
1064
Journey Strategic Wealth
New Jersey
$1.53M
DAM
1065
Draper Asset Management
New York
$1.53M
TSMHT
1066
Thurston Springer Miller Herd & Titak
Indiana
$1.53M
RMCM
1067
Reynders McVeigh Capital Management
Massachusetts
$1.52M
MPPLM
1068
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.52M
RS
1069
R Squared
Hong Kong
$1.52M
SVWAG
1070
Sound View Wealth Advisors Group
Georgia
$1.51M
RP
1071
Rowlandmiller & Partners
Georgia
$1.51M
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$1.5M
IAS
1073
Insigneo Advisory Services
Florida
$1.5M
KWM
1074
Kingsman Wealth Management
Florida
$1.49M
UB
1075
Umpqua Bank
Oregon
$1.49M