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Intuitive Surgical

2,074 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, 796 reducing their positions, and 265 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: 265

Holders
2,074
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
WG
1076
Winton Group
United Kingdom
$1.15M
BBA
1077
Baader Bank Aktiengesellschaft
Germany
$1.14M
FCG
1078
Fielder Capital Group
Tennessee
$1.14M
SWA
1079
Sax Wealth Advisors
New Jersey
$1.14M
PIA
1080
Perennial Investment Advisors
California
$1.13M
GKWIM
1081
Gerber Kawasaki Wealth & Investment Management
California
$1.13M
LA
1082
Lifeworks Advisors
Michigan
$1.13M
MG
1083
Marex Group
$1.12M
CM
1084
Capula Management
Cayman Islands
$1.12M
NI
1085
Natural Investments
California
$1.12M
GWANC
1086
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12M
SRC
1087
Stone Run Capital
New York
$1.12M
CIA
1088
Capital Investment Advisors
Georgia
$1.12M
RAM
1089
Redmond Asset Management
Virginia
$1.12M
AU
1090
Algebris (UK)
United Kingdom
$1.11M
BW
1091
Balance Wealth
Ohio
$1.11M
CCP
1092
Clarkston Capital Partners
Michigan
$1.11M
AM
1093
Atwater Malick
Pennsylvania
$1.11M
CA
1094
Continuum Advisory
Idaho
$1.11M
CCFM
1095
Clear Creek Financial Management
Washington
$1.1M
CWM
1096
Chesapeake Wealth Management
Virginia
$1.1M
CCC
1097
Compass Capital Corp
Massachusetts
$1.08M
IFWM
1098
Institute for Wealth Management
Colorado
$1.08M
CWM
1099
Circle Wealth Management
New Jersey
$1.08M
PP
1100
Patron Partners
Texas
$1.08M