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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
BM
1126
Brandywine Managers
Delaware
$1.02M -$432K -900 -28%
AA
1127
Advisory Alpha
Michigan
$1.02M +$21.6K +45 +2%
LCM
1128
Liberty Capital Management
Michigan
$1.02M +$5.76K +12 +0.5%
WWM
1129
Waterway Wealth Management
Texas
$1.02M +$375K +782 +52%
MG
1130
Mather Group
Illinois
$1.01M -$184K -383 -14%
SMA
1131
Sage Mountain Advisors
Georgia
$1.01M +$7.68K +16 +0.7%
AAM
1132
AR Asset Management
California
$1.01M
MIM
1133
Moseley Investment Management
Florida
$1M +$52.8K +110 +5%
TTWM
1134
TCV Trust & Wealth Management
Virginia
$1M
IC
1135
Inscription Capital
Texas
$996K +$737K +1,536 +223%
AC
1136
AXQ Capital
New Jersey
$993K -$65.3K -136 -6%
SBFM
1137
S-Bank Fund Management
Finland
$987K -$13.9K -29 -1%
PIA
1138
Prakash Investment Advisors
Massachusetts
$984K -$144K -300 -12%
AIM
1139
Arcadia Investment Management
Michigan
$984K
CMANY
1140
Capital Management Associates (New York)
New York
$984K
SB
1141
SIG Brokerage
New York
$983K +$12K +25 +1%
OCM
1142
Orser Capital Management
Texas
$980K +$1.05M +2,191 New
DA
1143
Doliver Advisors
Texas
$979K +$15.8K +33 +2%
MMM
1144
Mendel Money Management
Illinois
$979K +$35.5K +74 +4%
AA
1145
Ancora Advisors
Ohio
$974K +$56.1K +117 +6%
CFP
1146
Catalyst Financial Partners
Massachusetts
$974K -$31.2K -65 -3%
KWA
1147
Kingswood Wealth Advisors
California
$972K +$25K +52 +2%
CI
1148
CX Institutional
Indiana
$966K +$110K +229 +12%
AWA
1149
Arete Wealth Advisors
Illinois
$964K +$6.72K +14 +0.7%
HA
1150
Huntleigh Advisors
Missouri
$962K +$509K +1,061 +97%