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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
B
1101
Bellecapital
Switzerland
$1.38M
AFT
1102
Alpha Family Trust
California
$1.38M
WA
1103
Wealth Alliance
New York
$1.38M
AWA
1104
Aaron Wealth Advisors
Illinois
$1.37M
SC
1105
Stance Capital
Massachusetts
$1.37M
GKWIM
1106
Gerber Kawasaki Wealth & Investment Management
California
$1.37M
CIA
1107
Capital Investment Advisors
Georgia
$1.37M
SRC
1108
Stone Run Capital
New York
$1.36M
GWANC
1109
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35M
CM
1110
Churchill Management
California
$1.35M
CCP
1111
Clarkston Capital Partners
Michigan
$1.35M
NI
1112
Natural Investments
California
$1.35M
MWM
1113
Moran Wealth Management
Florida
$1.35M
AM
1114
Atwater Malick
Pennsylvania
$1.34M
BW
1115
Balance Wealth
Ohio
$1.34M
IFWM
1116
Institute for Wealth Management
Colorado
$1.34M
SWA
1117
Sax Wealth Advisors
New Jersey
$1.33M
NG
1118
Norden Group
Utah
$1.33M
CPIG
1119
Chicago Partners Investment Group
Illinois
$1.32M
CAM
1120
Creekmur Asset Management
Illinois
$1.31M
CWM
1121
Chesapeake Wealth Management
Virginia
$1.31M
KIM
1122
Kestra Investment Management
Texas
$1.31M
MMA
1123
Miracle Mile Advisors
California
$1.3M
UAS
1124
United Asset Strategies
New York
$1.3M
CWMGP
1125
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M