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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1201
Blue Chip Partners
Michigan
$856K +$709K +1,477 +338%
EW
1202
Evoke Wealth
California
$854K +$143K +298 +18%
OFS
1203
Orrstown Financial Services
Pennsylvania
$851K +$144K +301 +19%
ATPW
1204
Ashton Thomas Private Wealth
Arizona
$849K -$71K -148 -7%
NPF
1205
Norris Perne & French
Michigan
$848K
AF
1206
Aviso Financial
Ontario, Canada
$847K +$22.6K +47 +3%
BFIM
1207
Beese Fulmer Investment Management
Ohio
$846K +$960 +2 +0.1%
WIM
1208
WealthPlan Investment Management
Nebraska
$839K
TWM
1209
Tradition Wealth Management
Minnesota
$839K -$140K -291 -13%
SCI
1210
Stableford Capital II
Arizona
$837K +$4.32K +9 +0.5%
HIP
1211
Harrell Investment Partners
Texas
$837K +$32.6K +68 +4%
MMCM
1212
Murphy & Mullick Capital Management
New York
$836K
APP
1213
Avantax Planning Partners
Iowa
$835K +$203K +423 +29%
EI
1214
Ellevest Inc
New York
$834K +$178K +371 +25%
1CP
1215
17 Capital Partners
Arizona
$821K -$98.4K -205 -10%
BCM
1216
BTC Capital Management
Iowa
$818K -$434K -904 -33%
KIA
1217
KCM Investment Advisors
California
$818K +$85.4K +178 +11%
SRL
1218
Scientech Research LLC
New Jersey
$816K -$1.21M -2,516 -58%
LAM
1219
Lewis Asset Management
California
$813K
CT
1220
Chicago Trust
Illinois
$805K -$99.8K -208 -10%
DWA
1221
Douglass Winthrop Advisors
New York
$803K -$425K -885 -33%
AO
1222
Advisor OS
Illinois
$801K +$109K +227 +15%
PHIC
1223
Pine Haven Investment Counsel
Massachusetts
$800K +$81.6K +170 +11%
TIA
1224
Tiemann Investment Advisors
California
$800K -$240K -500 -22%
PCM
1225
Prelude Capital Management
New York
$799K +$61.4K +128 +8%

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.