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Intuitive Surgical

2,232 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, 1,012 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
MSFS
1051
Main Street Financial Solutions
Pennsylvania
$1.59M
HIM
1052
Hillsdale Investment Management
Ontario, Canada
$1.59M
HDIM
1053
Hanson & Doremus Investment Management
Vermont
$1.58M
KA
1054
Kintegral Advisory
New York
$1.57M
CTC
1055
Central Trust Company
Missouri
$1.54M
IWM
1056
IHT Wealth Management
Illinois
$1.54M
LGA
1057
Lebenthal Global Advisors
New York
$1.54M
JSW
1058
Journey Strategic Wealth
New Jersey
$1.53M
DAM
1059
Draper Asset Management
New York
$1.53M
TSMHT
1060
Thurston Springer Miller Herd & Titak
Indiana
$1.53M
RMCM
1061
Reynders McVeigh Capital Management
Massachusetts
$1.52M
MPPLM
1062
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.52M
RS
1063
R Squared
Hong Kong
$1.52M
SVWAG
1064
Sound View Wealth Advisors Group
Georgia
$1.51M
RP
1065
Rowlandmiller & Partners
Georgia
$1.51M
BCWM
1066
Bartlett & Co Wealth Management
Ohio
$1.5M
IAS
1067
Insigneo Advisory Services
Florida
$1.5M
KWM
1068
Kingsman Wealth Management
Florida
$1.49M
UB
1069
Umpqua Bank
Oregon
$1.49M
BCM
1070
BTC Capital Management
Iowa
$1.49M
Parnassus Investments
1071
Parnassus Investments
California
$1.47M
RFA
1072
Resurgent Financial Advisors
Georgia
$1.47M
IIC
1073
Ironwood Investment Counsel
Arizona
$1.47M
VIA
1074
Virtus Investment Advisers
Connecticut
$1.46M
UAG
1075
United Advisor Group
Ohio
$1.46M