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Intuitive Surgical

2,161 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1101
Balance Wealth
Ohio
$1.22M
SBFM
1102
S-Bank Fund Management
Finland
$1.22M
SQA
1103
Simon Quick Advisors
New Jersey
$1.22M
MCC
1104
Money Concepts Capital
Florida
$1.2M
GWANC
1105
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M
BAM
1106
Belpointe Asset Management
Nevada
$1.2M
BLC
1107
Brown, Lisle/Cummings
Rhode Island
$1.2M
IWM
1108
IHT Wealth Management
Illinois
$1.2M
PIA
1109
Perennial Investment Advisors
California
$1.2M
UAG
1110
United Advisor Group
Ohio
$1.2M
PA
1111
Pinnacle Associates
New York
$1.2M
OCM
1112
Orser Capital Management
Texas
$1.2M
UAS
1113
United Asset Strategies
New York
$1.19M
DI
1114
Dalton Investments
Nevada
$1.19M
FFS
1115
Founders Financial Securities
Maryland
$1.19M
IAIM
1116
International Assets Investment Management
Florida
$1.18M
PEA
1117
Park Edge Advisors
Ohio
$1.16M
OFS
1118
OneAscent Financial Services
Alabama
$1.16M
Westfield Capital Management
1119
Westfield Capital Management
Massachusetts
$1.16M
BBA
1120
Baader Bank Aktiengesellschaft
Germany
$1.16M
MCM
1121
Manchester Capital Management
Vermont
$1.15M
WA
1122
Wealth Alliance
New York
$1.15M
GM
1123
GeoWealth Management
Illinois
$1.14M
ECM
1124
EagleClaw Capital Management
Massachusetts
$1.14M
Parnassus Investments
1125
Parnassus Investments
California
$1.14M