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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1201
Aviso Financial
Ontario, Canada
$847K
BFIM
1202
Beese Fulmer Investment Management
Ohio
$846K
WIM
1203
WealthPlan Investment Management
Nebraska
$839K
TWM
1204
Tradition Wealth Management
Minnesota
$839K
SCI
1205
Stableford Capital II
Arizona
$837K
HIP
1206
Harrell Investment Partners
Texas
$837K
MMCM
1207
Murphy & Mullick Capital Management
New York
$836K
APP
1208
Avantax Planning Partners
Iowa
$835K
EI
1209
Ellevest Inc
New York
$834K
1CP
1210
17 Capital Partners
Arizona
$821K
BCM
1211
BTC Capital Management
Iowa
$818K
KIA
1212
KCM Investment Advisors
California
$818K
SRL
1213
Scientech Research LLC
New Jersey
$816K
LAM
1214
Lewis Asset Management
California
$813K
CT
1215
Chicago Trust
Illinois
$805K
DWA
1216
Douglass Winthrop Advisors
New York
$803K
AO
1217
Advisor OS
Illinois
$801K
PHIC
1218
Pine Haven Investment Counsel
Massachusetts
$800K
TIA
1219
Tiemann Investment Advisors
California
$800K
PCM
1220
Prelude Capital Management
New York
$799K
CCG
1221
Catalina Capital Group
California
$798K
AA
1222
Alta Advisers
United Kingdom
$797K
GCM
1223
Graham Capital Management
Connecticut
$795K
IAN
1224
Integrated Advisors Network
Texas
$795K
SA
1225
Sovran Advisors
California
$789K