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Intuitive Surgical

2,225 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, 1,009 increasing their positions, 697 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,225
Holders Change
+67
Holders Change %
+3.1%
% of All Funds
29.82%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.88%
New
212
Increased
1,009
Reduced
697
Closed
108
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
1201
Ashton Thomas Private Wealth
Arizona
$1.11M -$315K -580 -22%
BFP
1202
Beacon Financial Planning
Massachusetts
$1.11M
LWMM
1203
Legacy Wealth Management (Mississippi)
Mississippi
$1.11M -$91.3K -168 -8%
1CP
1204
17 Capital Partners
Arizona
$1.11M +$81.5K +150 +8%
TSS
1205
Two Sigma Securities
New York
$1.11M +$1.11M +2,036 New
WANY
1206
Wealthspire Advisors (New York)
New York
$1.1M +$197K +362 +22%
AFG
1207
Allegheny Financial Group
Pennsylvania
$1.1M +$1.09K +2 +0.1%
HBT
1208
Heartland Bank & Trust
Illinois
$1.1M -$22.3K -41 -2%
IW
1209
IronOak Wealth
Texas
$1.1M +$1.1M +2,022 New
KNW
1210
Kesler Norman & Wride
Utah
$1.1M +$132K +242 +14%
CT
1211
Chicago Trust
Illinois
$1.09M +$361K +665 +49%
PCMU
1212
Paragon Capital Management (Utah)
Utah
$1.09M -$18.5K -34 -2%
AWP
1213
Atlas Wealth Partners
Pennsylvania
$1.09M
NI
1214
NCP Inc
California
$1.09M
CCAM
1215
Codex Capital Asset Management
Texas
$1.09M
SIG
1216
Sargent Investment Group
Maryland
$1.09M +$809K +1,706 +292%
CB
1217
Centennial Bank
Arkansas
$1.08M +$64.1K +118 +6%
JAG
1218
Journey Advisory Group
Kentucky
$1.07M +$68.5K +126 +7%
WPWM
1219
Western Pacific Wealth Management
Illinois
$1.07M
BOM
1220
Bank of Marin
California
$1.06M
JWM
1221
JGP Wealth Management
Oregon
$1.06M +$19K +35 +2%
MTIC
1222
Missouri Trust & Investment Company
Missouri
$1.06M +$109K +200 +11%
CI
1223
CX Institutional
Indiana
$1.05M +$31.5K +58 +3%
LG
1224
LaFleur & Godfrey
Michigan
$1.04M -$8.7K -16 -0.8%
PDL
1225
Portfolio Design Labs
California
$1.04M +$297K +547 +40%