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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
PFA
1151
Pure Financial Advisors
California
$948K
PFW
1152
Petros Family Wealth
Minnesota
$945K
NG
1153
Norden Group
Utah
$942K
PCM
1154
Parsons Capital Management
Rhode Island
$941K
HCMG
1155
Howard Capital Management Group
California
$939K
WSFS
1156
Wilmington Savings Fund Society
Delaware
$937K
WMP
1157
Wealth Management Partners
Arizona
$937K
CIA
1158
Choate Investment Advisors
Massachusetts
$936K
HP
1159
HealthInvest Partners
Sweden
$936K
LFA
1160
Legacy Financial Advisors
Kentucky
$935K
TC
1161
Truvestments Capital
Florida
$928K
ANTB
1162
AMG National Trust Bank
Colorado
$926K
PP
1163
PDS Planning
Ohio
$926K
SPWM
1164
Schrum Private Wealth Management
Florida
$925K
USCWA
1165
U.S. Capital Wealth Advisors
Texas
$920K
PPWM
1166
Paragon Private Wealth Management
Kentucky
$915K
BFP
1167
Beacon Financial Planning
Massachusetts
$914K
JWM
1168
JGP Wealth Management
Oregon
$910K
CI
1169
Clal Insurance
Israel
$907K
AFG
1170
Allegheny Financial Group
Pennsylvania
$904K
SWM
1171
SeaCrest Wealth Management
New York
$904K
MYIA
1172
Mount Yale Investment Advisors
Colorado
$903K
HBT
1173
Heartland Bank & Trust
Illinois
$901K
CF
1174
Centaurus Financial
California
$901K
GM
1175
GeoWealth Management
Illinois
$898K