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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
LWMM
1226
Legacy Wealth Management (Mississippi)
Mississippi
$746K
CCA
1227
Childress Capital Advisors
Texas
$745K
SEIA
1228
Signature Estate & Investment Advisors
California
$744K
RCM
1229
RB Capital Management
Nevada
$744K
EFS
1230
Essex Financial Services
Connecticut
$735K
QWP
1231
Quotient Wealth Partners
Texas
$731K
DWM
1232
Dogwood Wealth Management
Kansas
$726K
PCP
1233
Perbak Capital Partners
United Kingdom
$723K
SFI
1234
SPC Financial Inc
Maryland
$722K
EG
1235
Ellerson Group
Maryland
$720K
WFC
1236
Western Financial Corp
California
$719K
LA
1237
LVW Advisors
New York
$719K
BWP
1238
BSW Wealth Partners
Colorado
$715K
HFM
1239
Hartford Financial Management
Connecticut
$713K
RWPA
1240
Richard W. Paul & Associates
Michigan
$712K
PCA
1241
Pallas Capital Advisors
Massachusetts
$711K
ACP
1242
Aviance Capital Partners
Florida
$711K
SW
1243
Simplicity Wealth
New Jersey
$707K
Koshinski Asset Management
1244
Koshinski Asset Management
Illinois
$707K
PNC
1245
Park National Corp
Ohio
$707K
VCM
1246
Virtue Capital Management
Tennessee
$698K
PWMAG
1247
Pinnacle Wealth Management Advisory Group
New Jersey
$697K
FHC
1248
First Heartland Consultants
Missouri
$695K
FM
1249
Foster & Motley
Ohio
$694K
JFG
1250
Jefferies Financial Group
New York
$693K