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Intuitive Surgical

2,245 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, 1,024 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
RWP
1201
Revolve Wealth Partners
New Jersey
$1.13M
SWM
1202
SeaCrest Wealth Management
New York
$1.13M
LA
1203
Lifeworks Advisors
Michigan
$1.13M
C
1204
Certuity
Florida
$1.13M
SPWM
1205
Schrum Private Wealth Management
Florida
$1.12M
FA
1206
Fedenia Advisers
Wisconsin
$1.12M
AA
1207
Ancora Advisors
Ohio
$1.12M
KAS
1208
KPP Advisory Services
Kentucky
$1.12M
GM
1209
GeoWealth Management
Illinois
$1.12M
ARG
1210
Advisory Resource Group
Oklahoma
$1.11M
ATPW
1211
Ashton Thomas Private Wealth
Arizona
$1.11M
BFP
1212
Beacon Financial Planning
Massachusetts
$1.11M
LWMM
1213
Legacy Wealth Management (Mississippi)
Mississippi
$1.11M
1CP
1214
17 Capital Partners
Arizona
$1.11M
TSS
1215
Two Sigma Securities
New York
$1.11M
WANY
1216
Wealthspire Advisors (New York)
New York
$1.1M
AFG
1217
Allegheny Financial Group
Pennsylvania
$1.1M
HBT
1218
Heartland Bank & Trust
Illinois
$1.1M
IW
1219
IronOak Wealth
Texas
$1.1M
KNW
1220
Kesler Norman & Wride
Utah
$1.1M
CT
1221
Chicago Trust
Illinois
$1.09M
PCMU
1222
Paragon Capital Management (Utah)
Utah
$1.09M
AWP
1223
Atlas Wealth Partners
Pennsylvania
$1.09M
NI
1224
NCP Inc
California
$1.09M
CCAM
1225
Codex Capital Asset Management
Texas
$1.09M