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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
DWA
1076
Douglass Winthrop Advisors
New York
$1.46M
CIM
1077
Chapman Investment Management
California
$1.45M
VWM
1078
Valley Wealth Managers
New Jersey
$1.45M
IIA
1079
IPG Investment Advisors
California
$1.45M
TCA
1080
Transcend Capital Advisors
New Jersey
$1.45M
CCB
1081
Country Club Bank
Missouri
$1.44M
RCM
1082
Riverpark Capital Management
New York
$1.44M
MG
1083
Mather Group
Illinois
$1.44M
IAIM
1084
International Assets Investment Management
Florida
$1.43M
WCM
1085
Weaver Capital Management
Georgia
$1.43M
CI
1086
Conning Inc
Connecticut
$1.43M
JIC
1087
Joel Isaacson & Co
New York
$1.43M
PWPS
1088
Pinnacle Wealth Planning Services
Ohio
$1.43M
Group One Trading
1089
Group One Trading
Illinois
$1.42M
IWA
1090
Icon Wealth Advisors
Texas
$1.42M
NSB
1091
Norway Savings Bank
Maine
$1.42M
HT
1092
Heritage Trust
Oklahoma
$1.41M
BTWM
1093
Brass Tax Wealth Management
Ohio
$1.41M
PIA
1094
Perennial Investment Advisors
California
$1.41M
PA
1095
Pinnacle Associates
New York
$1.4M
GL
1096
Graypoint LLC
New York
$1.4M
GA
1097
GraniteShares Advisors
New York
$1.4M
FCG
1098
Fielder Capital Group
Tennessee
$1.4M
BLC
1099
Brown, Lisle/Cummings
Rhode Island
$1.39M
LFA
1100
Legacy Financial Advisors
Kentucky
$1.39M