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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ARG
1201
Advisory Resource Group
Oklahoma
$964K +$964K +1,947 New
SMA
1202
Sage Mountain Advisors
Georgia
$962K +$36.2K +73 +4%
LG
1203
LaFleur & Godfrey
Michigan
$960K -$9.91K -20 -1%
IC
1204
Iconiq Capital
California
$956K +$134K +270 +16%
BPW
1205
Bingham Private Wealth
California
$955K +$495 +1 +0.1%
SF
1206
Symphony Financial
Texas
$952K +$771K +1,644 +426%
NPF
1207
Norris Perne & French
Michigan
$951K +$212K +429 +29%
JWM
1208
JGP Wealth Management
Oregon
$951K -$86.7K -175 -8%
WWM
1209
WJ Wealth Management
Arizona
$947K +$947K +1,912 New
1CP
1210
17 Capital Partners
Arizona
$937K +$19.8K +40 +2%
SCTC
1211
Sanibel Captiva Trust Company
Florida
$931K +$471K +950 +102%
CB
1212
Centennial Bank
Arkansas
$929K -$21.8K -44 -2%
CA
1213
CoreCap Advisors
Michigan
$929K -$217K -439 -19%
CI
1214
CX Institutional
Indiana
$928K +$23.8K +48 +3%
PCP
1215
Proficio Capital Partners
Massachusetts
$927K +$25.8K +52 +3%
MMCM
1216
Murphy & Mullick Capital Management
New York
$926K +$991 +2 +0.1%
PCM
1217
Prelude Capital Management
New York
$924K +$117K +236 +14%
HWA
1218
Heritage Wealth Advisors
Virginia
$922K -$2.48K -5 -0.3%
LOIM
1219
Liberty One Investment Management
Illinois
$922K +$242K +489 +36%
BMCM
1220
Bryn Mawr Capital Management
Pennsylvania
$915K -$118K -238 -11%
JAG
1221
Journey Advisory Group
Kentucky
$914K +$476K +962 +109%
FIM
1222
Freedom Investment Management
Connecticut
$912K -$72.8K -147 -7%
LAM
1223
Lewis Asset Management
California
$900K -$3.96K -8 -0.4%
MASUI
1224
MIRAE ASSET SECURITIES (USA) INC.
New York
$894K +$495 +1 +0.1%
SAW
1225
Signal Advisors Wealth
Michigan
$891K +$102K +206 +13%