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Intuitive Surgical

2,074 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, 831 increasing their positions, 796 reducing their positions, and 265 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: 265

Holders
2,074
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
SB
1126
SIG Brokerage
New York
$983K
OCM
1127
Orser Capital Management
Texas
$980K
DA
1128
Doliver Advisors
Texas
$979K
MMM
1129
Mendel Money Management
Illinois
$979K
AA
1130
Ancora Advisors
Ohio
$974K
CFP
1131
Catalyst Financial Partners
Massachusetts
$974K
KWA
1132
Kingswood Wealth Advisors
California
$972K
CI
1133
CX Institutional
Indiana
$966K
AWA
1134
Arete Wealth Advisors
Illinois
$964K
HA
1135
Huntleigh Advisors
Missouri
$962K
HI
1136
Harrington Investments
California
$962K
SWM
1137
Sendero Wealth Management
Texas
$958K
BWP
1138
Balboa Wealth Partners
Arizona
$953K
GPA
1139
Guerra Pan Advisors
New Jersey
$952K
AFT
1140
Alpha Family Trust
California
$950K
PFA
1141
Pure Financial Advisors
California
$948K
PFW
1142
Petros Family Wealth
Minnesota
$945K
NG
1143
Norden Group
Utah
$942K
PCM
1144
Parsons Capital Management
Rhode Island
$941K
HCMG
1145
Howard Capital Management Group
California
$939K
WSFS
1146
Wilmington Savings Fund Society
Delaware
$937K
WMP
1147
Wealth Management Partners
Arizona
$937K
CIA
1148
Choate Investment Advisors
Massachusetts
$936K
HP
1149
HealthInvest Partners
Sweden
$936K
LFA
1150
Legacy Financial Advisors
Kentucky
$935K