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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1151
Circle Wealth Management
New Jersey
$1.09M
AWA
1152
Arete Wealth Advisors
Illinois
$1.09M +$140K +283 +15%
PWPS
1153
Pinnacle Wealth Planning Services
Ohio
$1.08M +$41.1K +83 +4%
BCM
1154
BTC Capital Management
Iowa
$1.08M -$142K -286 -12%
NL
1155
NVWM LLC
Pennsylvania
$1.08M -$89.1K -180 -8%
DIA
1156
Dana Investment Advisors
Wisconsin
$1.08M
TWM
1157
Tradition Wealth Management
Minnesota
$1.07M +$6.44K +13 +0.6%
PFW
1158
Petros Family Wealth
Minnesota
$1.07M +$43.6K +88 +4%
SWM
1159
Sendero Wealth Management
Texas
$1.06M -$599K -1,210 -36%
RWP
1160
Revolve Wealth Partners
New Jersey
$1.06M +$490K +990 +87%
WFG
1161
Wormser Freres Gestion
France
$1.05M +$27.1K +55 +3%
AFT
1162
Alpha Family Trust
California
$1.05M
HCMG
1163
Howard Capital Management Group
California
$1.05M
HWM
1164
Hemington Wealth Management
Virginia
$1.05M +$17.3K +35 +2%
MIM
1165
Moseley Investment Management
Florida
$1.05M -$12.9K -26 -1%
MMM
1166
Mendel Money Management
Illinois
$1.05M +$5.94K +12 +0.6%
PP
1167
Patron Partners
Texas
$1.04M +$108K +218 +12%
AA
1168
Advisory Alpha
Michigan
$1.04M -$20.3K -41 -2%
FA
1169
Fedenia Advisers
Wisconsin
$1.04M +$376K +759 +56%
OAM
1170
Oxford Asset Management
United Kingdom
$1.04M +$230K +464 +28%
HFM
1171
Hartford Financial Management
Connecticut
$1.04M +$1.03M +2,085 +34,750%
SOS
1172
Silver Oak Securities
Tennessee
$1.03M +$154K +313 +18%
RSWM
1173
Robertson Stephens Wealth Management
California
$1.03M +$599K +1,209 +140%
SPWM
1174
Schrum Private Wealth Management
Florida
$1.02M -$49.5K -100 -5%
HBT
1175
Heartland Bank & Trust
Illinois
$1.02M +$115K +232 +13%