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Intuitive Surgical

2,161 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.06% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1226
Lewis Asset Management
California
$900K
MASUI
1227
MIRAE ASSET SECURITIES (USA) INC.
New York
$894K
SAW
1228
Signal Advisors Wealth
Michigan
$891K
CF
1229
Centaurus Financial
California
$891K
IWA
1230
Icon Wealth Advisors
Texas
$890K
I
1231
INVST
Indiana
$888K
GCM
1232
Genus Capital Management
British Columbia, Canada
$886K
KNW
1233
Kesler Norman & Wride
Utah
$880K
AAS
1234
Ameritas Advisory Services
Nebraska
$878K
TPA
1235
Trivium Point Advisory
Connecticut
$878K
IAN
1236
Integrated Advisors Network
Texas
$875K
NG
1237
Norden Group
Utah
$873K
GSWM
1238
Golden State Wealth Management
California
$870K
MTIC
1239
Missouri Trust & Investment Company
Missouri
$869K
TA
1240
TFB Advisors
Kansas
$868K
PCM
1241
Parsons Capital Management
Rhode Island
$867K
BFIM
1242
Beese Fulmer Investment Management
Ohio
$867K
SIM
1243
Sentry Investment Management
Wisconsin
$865K
WIM
1244
WealthPlan Investment Management
Nebraska
$864K
TNA
1245
True North Advisors
Texas
$864K
TSWM
1246
Tyler-Stone Wealth Management
Ohio
$856K
SA
1247
Sylvest Advisors
Texas
$856K
MWM
1248
Moran Wealth Management
Florida
$851K
FAIM
1249
Financial Advocates Investment Management
Washington
$851K
RCA
1250
Roberts Capital Advisors
Colorado
$851K