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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1101
Stone Run Capital
New York
$1.12M
CIA
1102
Capital Investment Advisors
Georgia
$1.12M -$7.68K -16 -0.6%
RAM
1103
Redmond Asset Management
Virginia
$1.12M -$289K -603 -19%
AU
1104
Algebris (UK)
United Kingdom
$1.11M +$97.9K +204 +9%
BW
1105
Balance Wealth
Ohio
$1.11M +$11.5K +24 +1%
CCP
1106
Clarkston Capital Partners
Michigan
$1.11M
AM
1107
Atwater Malick
Pennsylvania
$1.11M
CA
1108
Continuum Advisory
Idaho
$1.11M +$106K +221 +10%
CCFM
1109
Clear Creek Financial Management
Washington
$1.1M +$387K +807 +49%
CWM
1110
Chesapeake Wealth Management
Virginia
$1.1M +$22.1K +46 +2%
CCC
1111
Compass Capital Corp
Massachusetts
$1.08M -$20.6K -43 -2%
IFWM
1112
Institute for Wealth Management
Colorado
$1.08M -$23K -48 -2%
CWM
1113
Circle Wealth Management
New Jersey
$1.08M +$99.3K +207 +9%
PP
1114
Patron Partners
Texas
$1.08M +$81.6K +170 +8%
AI
1115
AXS Investments
New York
$1.07M +$298K +622 +35%
I
1116
INVST
Indiana
$1.05M +$2.4K +5 +0.2%
FCP
1117
Fidelis Capital Partners
Florida
$1.05M -$52.3K -109 -4%
QIM
1118
Quest Investment Management
Oregon
$1.05M +$107K +224 +11%
TNA
1119
True North Advisors
Texas
$1.05M +$72.9K +152 +7%
CAG
1120
Csenge Advisory Group
Florida
$1.04M -$1.53M -3,192 -58%
WA
1121
Wealth Alliance
New York
$1.04M -$95K -198 -8%
ECM
1122
EagleClaw Capital Management
Massachusetts
$1.03M
CI
1123
Conning Inc
Connecticut
$1.03M -$158K -330 -13%
BCM
1124
Bayesian Capital Management
New York
$1.03M +$1.1M +2,300 New
LOIM
1125
Liberty One Investment Management
Illinois
$1.02M +$240K +501 +28%