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Intuitive Surgical

2,232 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,012 increasing their positions, 700 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1176
Doliver Advisors
Texas
$1.17M
SWM
1177
Sendero Wealth Management
Texas
$1.17M
SCTC
1178
Sanibel Captiva Trust Company
Florida
$1.17M
CIA
1179
Choate Investment Advisors
Massachusetts
$1.17M
FCP
1180
Fidelis Capital Partners
Florida
$1.16M
AWA
1181
Arete Wealth Advisors
Illinois
$1.16M
OFS
1182
OneAscent Financial Services
Alabama
$1.16M
MIM
1183
Moseley Investment Management
Florida
$1.16M
IEFM
1184
IQ EQ Fund Management
Ireland
$1.16M
DI
1185
Diligent Investors
California
$1.16M
BWP
1186
Balboa Wealth Partners
Arizona
$1.16M
FFM
1187
Forum Financial Management
Illinois
$1.16M
QIM
1188
Quest Investment Management
Oregon
$1.15M
KWA
1189
Kingswood Wealth Advisors
California
$1.15M
MMM
1190
Mendel Money Management
Illinois
$1.15M
HCMG
1191
Howard Capital Management Group
California
$1.14M
OLVIG
1192
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14M
WMP
1193
Wealth Management Partners
Arizona
$1.13M
FMLI
1194
Fukoku Mutual Life Insurance
Japan
$1.13M
RWP
1195
Revolve Wealth Partners
New Jersey
$1.13M
SWM
1196
SeaCrest Wealth Management
New York
$1.13M
LA
1197
Lifeworks Advisors
Michigan
$1.13M
C
1198
Certuity
Florida
$1.13M
SPWM
1199
Schrum Private Wealth Management
Florida
$1.12M
FA
1200
Fedenia Advisers
Wisconsin
$1.12M