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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
SWM
1176
SeaCrest Wealth Management
New York
$904K -$30.2K -63 -3%
MYIA
1177
Mount Yale Investment Advisors
Colorado
$903K +$109K +227 +13%
HBT
1178
Heartland Bank & Trust
Illinois
$901K -$5.76K -12 -0.6%
CF
1179
Centaurus Financial
California
$901K +$97.4K +203 +11%
GM
1180
GeoWealth Management
Illinois
$898K -$21.6K -45 -2%
DI
1181
Diligent Investors
California
$898K -$60K -125 -6%
AWP
1182
Atlas Wealth Partners
Pennsylvania
$894K
CCAM
1183
Codex Capital Asset Management
Texas
$894K
NI
1184
NCP Inc
California
$894K
JAG
1185
Journey Advisory Group
Kentucky
$894K +$13.4K +28 +1%
DAM
1186
Deltec Asset Management
New York
$894K +$960K +2,000 New
BAM
1187
Belpointe Asset Management
Nevada
$894K -$169K -353 -15%
LI
1188
LRI Investments
Florida
$893K +$186K +387 +24%
C
1189
Certuity
Florida
$886K -$45.1K -94 -5%
PCMU
1190
Paragon Capital Management (Utah)
Utah
$885K -$11.5K -24 -1%
CAM
1191
Covenant Asset Management
New Jersey
$883K -$4.34M -9,035 -82%
PWG
1192
Portside Wealth Group
Utah
$881K +$38.4K +80 +4%
AMG
1193
Advisors Management Group
Wisconsin
$881K +$945K +1,970 New
BOM
1194
Bank of Marin
California
$875K
MTIC
1195
Missouri Trust & Investment Company
Missouri
$874K
RWP
1196
Revolve Wealth Partners
New Jersey
$872K -$62.9K -131 -6%
RCAG
1197
Rehmann Capital Advisory Group
Michigan
$869K +$42.2K +88 +5%
MGIA
1198
Moneta Group Investment Advisors
Missouri
$866K +$244K +508 +36%
TCM
1199
Tandem Capital Management
New Jersey
$863K +$926K +1,930 New
BMCM
1200
Bryn Mawr Capital Management
Pennsylvania
$858K -$148K -309 -14%

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.