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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
HI
1151
Harrington Investments
California
$962K -$4.8K -10 -0.5%
SWM
1152
Sendero Wealth Management
Texas
$958K -$2.4K -5 -0.2%
BWP
1153
Balboa Wealth Partners
Arizona
$953K +$480 +1 +0%
GPA
1154
Guerra Pan Advisors
New Jersey
$952K -$51.3K -107 -5%
AFT
1155
Alpha Family Trust
California
$950K -$197K -410 -16%
PFA
1156
Pure Financial Advisors
California
$948K -$20.2K -42 -2%
PFW
1157
Petros Family Wealth
Minnesota
$945K -$109K -227 -10%
NG
1158
Norden Group
Utah
$942K -$166K -346 -14%
PCM
1159
Parsons Capital Management
Rhode Island
$941K +$99.8K +208 +11%
HCMG
1160
Howard Capital Management Group
California
$939K
WSFS
1161
Wilmington Savings Fund Society
Delaware
$937K -$271M -565,029 -100%
WMP
1162
Wealth Management Partners
Arizona
$937K -$12K -25 -1%
CIA
1163
Choate Investment Advisors
Massachusetts
$936K -$25.9K -54 -3%
HP
1164
HealthInvest Partners
Sweden
$936K +$551K +1,148 +6%
LFA
1165
Legacy Financial Advisors
Kentucky
$935K -$222K -463 -18%
TC
1166
Truvestments Capital
Florida
$928K -$109K -228 -10%
ANTB
1167
AMG National Trust Bank
Colorado
$926K -$101K -210 -9%
PP
1168
PDS Planning
Ohio
$926K -$93.1K -194 -9%
SPWM
1169
Schrum Private Wealth Management
Florida
$925K
USCWA
1170
U.S. Capital Wealth Advisors
Texas
$920K -$142K -295 -13%
PPWM
1171
Paragon Private Wealth Management
Kentucky
$915K +$187K +389 +23%
BFP
1172
Beacon Financial Planning
Massachusetts
$914K
JWM
1173
JGP Wealth Management
Oregon
$910K +$47.5K +99 +5%
CI
1174
Clal Insurance
Israel
$907K +$494K +1,029 +103%
AFG
1175
Allegheny Financial Group
Pennsylvania
$904K -$3.84K -8 -0.4%