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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
AA
1201
Ancora Advisors
Ohio
$1.12M
KAS
1202
KPP Advisory Services
Kentucky
$1.12M
GM
1203
GeoWealth Management
Illinois
$1.12M
ARG
1204
Advisory Resource Group
Oklahoma
$1.11M
ATPW
1205
Ashton Thomas Private Wealth
Arizona
$1.11M
BFP
1206
Beacon Financial Planning
Massachusetts
$1.11M
LWMM
1207
Legacy Wealth Management (Mississippi)
Mississippi
$1.11M
1CP
1208
17 Capital Partners
Arizona
$1.11M
TSS
1209
Two Sigma Securities
New York
$1.11M
WANY
1210
Wealthspire Advisors (New York)
New York
$1.1M
AFG
1211
Allegheny Financial Group
Pennsylvania
$1.1M
HBT
1212
Heartland Bank & Trust
Illinois
$1.1M
IW
1213
IronOak Wealth
Texas
$1.1M
KNW
1214
Kesler Norman & Wride
Utah
$1.1M
CT
1215
Chicago Trust
Illinois
$1.09M
PCMU
1216
Paragon Capital Management (Utah)
Utah
$1.09M
AWP
1217
Atlas Wealth Partners
Pennsylvania
$1.09M
NI
1218
NCP Inc
California
$1.09M
CCAM
1219
Codex Capital Asset Management
Texas
$1.09M
SIG
1220
Sargent Investment Group
Maryland
$1.09M
CB
1221
Centennial Bank
Arkansas
$1.08M
JAG
1222
Journey Advisory Group
Kentucky
$1.07M
WPWM
1223
Western Pacific Wealth Management
Illinois
$1.07M
BOM
1224
Bank of Marin
California
$1.06M
JWM
1225
JGP Wealth Management
Oregon
$1.06M