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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
SMA
1126
Sage Mountain Advisors
Georgia
$1.01M
AAM
1127
AR Asset Management
California
$1.01M
MIM
1128
Moseley Investment Management
Florida
$1M
TTWM
1129
TCV Trust & Wealth Management
Virginia
$1M
IC
1130
Inscription Capital
Texas
$996K
AC
1131
AXQ Capital
New Jersey
$993K
SBFM
1132
S-Bank Fund Management
Finland
$987K
PIA
1133
Prakash Investment Advisors
Massachusetts
$984K
CMANY
1134
Capital Management Associates (New York)
New York
$984K
AIM
1135
Arcadia Investment Management
Michigan
$984K
SB
1136
SIG Brokerage
New York
$983K
OCM
1137
Orser Capital Management
Texas
$980K
DA
1138
Doliver Advisors
Texas
$979K
MMM
1139
Mendel Money Management
Illinois
$979K
AA
1140
Ancora Advisors
Ohio
$974K
CFP
1141
Catalyst Financial Partners
Massachusetts
$974K
KWA
1142
Kingswood Wealth Advisors
California
$972K
CI
1143
CX Institutional
Indiana
$966K
AWA
1144
Arete Wealth Advisors
Illinois
$964K
HA
1145
Huntleigh Advisors
Missouri
$962K
HI
1146
Harrington Investments
California
$962K
SWM
1147
Sendero Wealth Management
Texas
$958K
BWP
1148
Balboa Wealth Partners
Arizona
$953K
GPA
1149
Guerra Pan Advisors
New Jersey
$952K
AFT
1150
Alpha Family Trust
California
$950K