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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 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

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
FFM
1076
Forum Financial Management
Illinois
$1.17M
AWM
1077
Aviso Wealth Management
Washington
$1.17M
PWPS
1078
Pinnacle Wealth Planning Services
Ohio
$1.17M
KWM
1079
Kingsman Wealth Management
Florida
$1.17M
PA
1080
Pinnacle Associates
New York
$1.17M
PEA
1081
Park Edge Advisors
Ohio
$1.17M
MCC
1082
Money Concepts Capital
Florida
$1.15M
CCA
1083
Checchi Capital Advisers
California
$1.15M
CCB
1084
Country Club Bank
Missouri
$1.15M
WG
1085
Winton Group
United Kingdom
$1.15M
BBA
1086
Baader Bank Aktiengesellschaft
Germany
$1.14M
FCG
1087
Fielder Capital Group
Tennessee
$1.14M
SWA
1088
Sax Wealth Advisors
New Jersey
$1.14M
PIA
1089
Perennial Investment Advisors
California
$1.13M
GKWIM
1090
Gerber Kawasaki Wealth & Investment Management
California
$1.13M
LA
1091
Lifeworks Advisors
Michigan
$1.13M
MG
1092
Marex Group
$1.12M
CM
1093
Capula Management
Cayman Islands
$1.12M
NI
1094
Natural Investments
California
$1.12M
GWANC
1095
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12M
SRC
1096
Stone Run Capital
New York
$1.12M
CIA
1097
Capital Investment Advisors
Georgia
$1.12M
RAM
1098
Redmond Asset Management
Virginia
$1.12M
AU
1099
Algebris (UK)
United Kingdom
$1.11M
BW
1100
Balance Wealth
Ohio
$1.11M