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Intuitive Surgical

2,245 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, 1,024 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
2,245
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
PA
1101
Pinnacle Associates
New York
$1.4M
GL
1102
Graypoint LLC
New York
$1.4M
GA
1103
GraniteShares Advisors
New York
$1.4M
FCG
1104
Fielder Capital Group
Tennessee
$1.4M
BLC
1105
Brown, Lisle/Cummings
Rhode Island
$1.39M
LFA
1106
Legacy Financial Advisors
Kentucky
$1.39M
B
1107
Bellecapital
Switzerland
$1.38M
AFT
1108
Alpha Family Trust
California
$1.38M
WA
1109
Wealth Alliance
New York
$1.38M
AWA
1110
Aaron Wealth Advisors
Illinois
$1.37M
SC
1111
Stance Capital
Massachusetts
$1.37M
GKWIM
1112
Gerber Kawasaki Wealth & Investment Management
California
$1.37M
CIA
1113
Capital Investment Advisors
Georgia
$1.37M
SRC
1114
Stone Run Capital
New York
$1.36M
GWANC
1115
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35M
CM
1116
Churchill Management
California
$1.35M
CCP
1117
Clarkston Capital Partners
Michigan
$1.35M
NI
1118
Natural Investments
California
$1.35M
MWM
1119
Moran Wealth Management
Florida
$1.35M
AM
1120
Atwater Malick
Pennsylvania
$1.34M
BW
1121
Balance Wealth
Ohio
$1.34M
IFWM
1122
Institute for Wealth Management
Colorado
$1.34M
SWA
1123
Sax Wealth Advisors
New Jersey
$1.33M
NG
1124
Norden Group
Utah
$1.33M
CPIG
1125
Chicago Partners Investment Group
Illinois
$1.32M