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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
TC
1151
Truvestments Capital
Florida
$928K
ANTB
1152
AMG National Trust Bank
Colorado
$926K
PP
1153
PDS Planning
Ohio
$926K
SPWM
1154
Schrum Private Wealth Management
Florida
$925K
USCWA
1155
U.S. Capital Wealth Advisors
Texas
$920K
PPWM
1156
Paragon Private Wealth Management
Kentucky
$915K
BFP
1157
Beacon Financial Planning
Massachusetts
$914K
JWM
1158
JGP Wealth Management
Oregon
$910K
CI
1159
Clal Insurance
Israel
$907K
AFG
1160
Allegheny Financial Group
Pennsylvania
$904K
SWM
1161
SeaCrest Wealth Management
New York
$904K
MYIA
1162
Mount Yale Investment Advisors
Colorado
$903K
HBT
1163
Heartland Bank & Trust
Illinois
$901K
CF
1164
Centaurus Financial
California
$901K
GM
1165
GeoWealth Management
Illinois
$898K
DI
1166
Diligent Investors
California
$898K
CCAM
1167
Codex Capital Asset Management
Texas
$894K
AWP
1168
Atlas Wealth Partners
Pennsylvania
$894K
NI
1169
NCP Inc
California
$894K
JAG
1170
Journey Advisory Group
Kentucky
$894K
DAM
1171
Deltec Asset Management
New York
$894K
BAM
1172
Belpointe Asset Management
Nevada
$894K
LI
1173
LRI Investments
Florida
$893K
C
1174
Certuity
Florida
$886K
PCMU
1175
Paragon Capital Management (Utah)
Utah
$885K