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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
BCM
1076
BTC Capital Management
Iowa
$1.49M
Parnassus Investments
1077
Parnassus Investments
California
$1.47M
RFA
1078
Resurgent Financial Advisors
Georgia
$1.47M
IIC
1079
Ironwood Investment Counsel
Arizona
$1.47M
VIA
1080
Virtus Investment Advisers
Connecticut
$1.46M
UAG
1081
United Advisor Group
Ohio
$1.46M
DWA
1082
Douglass Winthrop Advisors
New York
$1.46M
CIM
1083
Chapman Investment Management
California
$1.45M
VWM
1084
Valley Wealth Managers
New Jersey
$1.45M
IIA
1085
IPG Investment Advisors
California
$1.45M
TCA
1086
Transcend Capital Advisors
New Jersey
$1.45M
CCB
1087
Country Club Bank
Missouri
$1.44M
RCM
1088
Riverpark Capital Management
New York
$1.44M
MG
1089
Mather Group
Illinois
$1.44M
IAIM
1090
International Assets Investment Management
Florida
$1.43M
WCM
1091
Weaver Capital Management
Georgia
$1.43M
CI
1092
Conning Inc
Connecticut
$1.43M
JIC
1093
Joel Isaacson & Co
New York
$1.43M
PWPS
1094
Pinnacle Wealth Planning Services
Ohio
$1.43M
Group One Trading
1095
Group One Trading
Illinois
$1.42M
IWA
1096
Icon Wealth Advisors
Texas
$1.42M
NSB
1097
Norway Savings Bank
Maine
$1.42M
HT
1098
Heritage Trust
Oklahoma
$1.41M
BTWM
1099
Brass Tax Wealth Management
Ohio
$1.41M
PIA
1100
Perennial Investment Advisors
California
$1.41M