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Intuitive Surgical

2,084 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, 835 increasing their positions, 801 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

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: 266

Holders
2,084
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
WSFS
1151
Wilmington Savings Fund Society
Delaware
$937K
WMP
1152
Wealth Management Partners
Arizona
$937K
CIA
1153
Choate Investment Advisors
Massachusetts
$936K
HP
1154
HealthInvest Partners
Sweden
$936K
LFA
1155
Legacy Financial Advisors
Kentucky
$935K
TC
1156
Truvestments Capital
Florida
$928K
ANTB
1157
AMG National Trust Bank
Colorado
$926K
PP
1158
PDS Planning
Ohio
$926K
SPWM
1159
Schrum Private Wealth Management
Florida
$925K
USCWA
1160
U.S. Capital Wealth Advisors
Texas
$920K
PPWM
1161
Paragon Private Wealth Management
Kentucky
$915K
BFP
1162
Beacon Financial Planning
Massachusetts
$914K
JWM
1163
JGP Wealth Management
Oregon
$910K
CI
1164
Clal Insurance
Israel
$907K
AFG
1165
Allegheny Financial Group
Pennsylvania
$904K
SWM
1166
SeaCrest Wealth Management
New York
$904K
MYIA
1167
Mount Yale Investment Advisors
Colorado
$903K
HBT
1168
Heartland Bank & Trust
Illinois
$901K
CF
1169
Centaurus Financial
California
$901K
GM
1170
GeoWealth Management
Illinois
$898K
DI
1171
Diligent Investors
California
$898K
AWP
1172
Atlas Wealth Partners
Pennsylvania
$894K
NI
1173
NCP Inc
California
$894K
CCAM
1174
Codex Capital Asset Management
Texas
$894K
JAG
1175
Journey Advisory Group
Kentucky
$894K