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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1101
Clarkston Capital Partners
Michigan
$1.11M
AM
1102
Atwater Malick
Pennsylvania
$1.11M
CA
1103
Continuum Advisory
Idaho
$1.11M
CCFM
1104
Clear Creek Financial Management
Washington
$1.1M
CWM
1105
Chesapeake Wealth Management
Virginia
$1.1M
CCC
1106
Compass Capital Corp
Massachusetts
$1.08M
IFWM
1107
Institute for Wealth Management
Colorado
$1.08M
CWM
1108
Circle Wealth Management
New Jersey
$1.08M
PP
1109
Patron Partners
Texas
$1.08M
AI
1110
AXS Investments
New York
$1.07M
I
1111
INVST
Indiana
$1.05M
FCP
1112
Fidelis Capital Partners
Florida
$1.05M
QIM
1113
Quest Investment Management
Oregon
$1.05M
TNA
1114
True North Advisors
Texas
$1.05M
CAG
1115
Csenge Advisory Group
Florida
$1.04M
WA
1116
Wealth Alliance
New York
$1.04M
ECM
1117
EagleClaw Capital Management
Massachusetts
$1.03M
CI
1118
Conning Inc
Connecticut
$1.03M
BCM
1119
Bayesian Capital Management
New York
$1.03M
LOIM
1120
Liberty One Investment Management
Illinois
$1.02M
BM
1121
Brandywine Managers
Delaware
$1.02M
AA
1122
Advisory Alpha
Michigan
$1.02M
LCM
1123
Liberty Capital Management
Michigan
$1.02M
WWM
1124
Waterway Wealth Management
Texas
$1.02M
MG
1125
Mather Group
Illinois
$1.01M