ISRG icon

Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
CWM
1101
Chesapeake Wealth Management
Virginia
$1.1M
CCC
1102
Compass Capital Corp
Massachusetts
$1.08M
IFWM
1103
Institute for Wealth Management
Colorado
$1.08M
CWM
1104
Circle Wealth Management
New Jersey
$1.08M
PP
1105
Patron Partners
Texas
$1.08M
AI
1106
AXS Investments
New York
$1.07M
FCP
1107
Fidelis Capital Partners
Florida
$1.05M
QIM
1108
Quest Investment Management
Oregon
$1.05M
TNA
1109
True North Advisors
Texas
$1.05M
CAG
1110
Csenge Advisory Group
Florida
$1.04M
WA
1111
Wealth Alliance
New York
$1.04M
ECM
1112
EagleClaw Capital Management
Massachusetts
$1.03M
CI
1113
Conning Inc
Connecticut
$1.03M
BCM
1114
Bayesian Capital Management
New York
$1.03M
LOIM
1115
Liberty One Investment Management
Illinois
$1.02M
BM
1116
Brandywine Managers
Delaware
$1.02M
AA
1117
Advisory Alpha
Michigan
$1.02M
LCM
1118
Liberty Capital Management
Michigan
$1.02M
WWM
1119
Waterway Wealth Management
Texas
$1.02M
MG
1120
Mather Group
Illinois
$1.01M
SMA
1121
Sage Mountain Advisors
Georgia
$1.01M
AAM
1122
AR Asset Management
California
$1.01M
MIM
1123
Moseley Investment Management
Florida
$1M
TTWM
1124
TCV Trust & Wealth Management
Virginia
$1M
IC
1125
Inscription Capital
Texas
$996K