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Intuitive Surgical

2,161 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
1126
AMG National Trust Bank
Colorado
$1.14M
HT
1127
Heritage Trust
Oklahoma
$1.14M
GL
1128
Graypoint LLC
New York
$1.14M
TIA
1129
Tiemann Investment Advisors
California
$1.14M
TSMHT
1130
Thurston Springer Miller Herd & Titak
Indiana
$1.14M
JWM
1131
JFG Wealth Management
Colorado
$1.13M
USCWA
1132
U.S. Capital Wealth Advisors
Texas
$1.13M
CT
1133
Caldwell Trust
Florida
$1.12M
RIA
1134
Realta Investment Advisors
Delaware
$1.12M
CIA
1135
Choate Investment Advisors
Massachusetts
$1.12M
LFA
1136
Legacy Financial Advisors
Kentucky
$1.12M
SFC
1137
SYM Financial Corp
Indiana
$1.12M
LCM
1138
Liberty Capital Management
Michigan
$1.12M
AUB
1139
Atlantic Union Bankshares
Virginia
$1.11M
TTWM
1140
TCV Trust & Wealth Management
Virginia
$1.11M
GPA
1141
Guerra Pan Advisors
New Jersey
$1.11M
AA
1142
AlphaQ Advisors
Florida
$1.11M
RFA
1143
Resurgent Financial Advisors
Georgia
$1.1M
FMLI
1144
Fukoku Mutual Life Insurance
Japan
$1.1M
HI
1145
Harrington Investments
California
$1.1M
C
1146
Certuity
Florida
$1.1M
KWA
1147
Kingswood Wealth Advisors
California
$1.1M
KWM
1148
Kingsman Wealth Management
Florida
$1.1M
CWM
1149
Chesapeake Wealth Management
Virginia
$1.1M
LWMM
1150
Legacy Wealth Management (Mississippi)
Mississippi
$1.09M