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Intuitive Surgical

2,085 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, 836 increasing their positions, 801 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
2,085
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
CT
1051
Caldwell Trust
Florida
$1.25M
CTC
1052
Central Trust Company
Missouri
$1.25M
RMCM
1053
Reynders McVeigh Capital Management
Massachusetts
$1.25M
MMA
1054
Miracle Mile Advisors
California
$1.25M
BCWM
1055
Bartlett & Co Wealth Management
Ohio
$1.25M
Parnassus Investments
1056
Parnassus Investments
California
$1.25M
FFS
1057
Founders Financial Securities
Maryland
$1.25M
WCM
1058
Weaver Capital Management
Georgia
$1.24M
FLPIM
1059
F.L. Putnam Investment Management
Massachusetts
$1.24M
MPPLM
1060
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.23M
LS
1061
Livforsakringsbolaget Skandia
Sweden
$1.22M
FIA
1062
Foundations Investment Advisors
Arizona
$1.21M
FIC
1063
FCG Investment Company
Tennessee
$1.19M
UAS
1064
United Asset Strategies
New York
$1.19M
VNIM
1065
Vaughan Nelson Investment Management
Texas
$1.19M
SVWAG
1066
Sound View Wealth Advisors Group
Georgia
$1.18M
IIC
1067
Ironwood Investment Counsel
Arizona
$1.18M
ACM
1068
Aquatic Capital Management
Illinois
$1.18M
GVAG
1069
Great Valley Advisor Group
Delaware
$1.18M
JIC
1070
Joel Isaacson & Co
New York
$1.18M
BLC
1071
Brown, Lisle/Cummings
Rhode Island
$1.17M
FFM
1072
Forum Financial Management
Illinois
$1.17M
AWM
1073
Aviso Wealth Management
Washington
$1.17M
PWPS
1074
Pinnacle Wealth Planning Services
Ohio
$1.17M
KWM
1075
Kingsman Wealth Management
Florida
$1.17M