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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1226
Centaurus Financial
California
$891K -$88.1K -178 -9%
IWA
1227
Icon Wealth Advisors
Texas
$890K -$6.44K -13 -0.7%
I
1228
INVST
Indiana
$888K +$888K +1,793 New
GCM
1229
Genus Capital Management
British Columbia, Canada
$886K +$886K +1,789 New
KNW
1230
Kesler Norman & Wride
Utah
$880K +$350K +707 +66%
AAS
1231
Ameritas Advisory Services
Nebraska
$878K +$48.9K +96 +6%
TPA
1232
Trivium Point Advisory
Connecticut
$878K -$26.7K -54 -3%
IAN
1233
Integrated Advisors Network
Texas
$875K -$114K -231 -12%
NG
1234
Norden Group
Utah
$873K +$8.42K +17 +1%
GSWM
1235
Golden State Wealth Management
California
$870K +$105K +212 +14%
MTIC
1236
Missouri Trust & Investment Company
Missouri
$869K
TA
1237
TFB Advisors
Kansas
$868K +$20.8K +42 +2%
PCM
1238
Parsons Capital Management
Rhode Island
$867K +$42.6K +86 +5%
BFIM
1239
Beese Fulmer Investment Management
Ohio
$867K +$75.3K +152 +10%
SIM
1240
Sentry Investment Management
Wisconsin
$865K -$258K -557 -23%
WIM
1241
WealthPlan Investment Management
Nebraska
$864K +$99.1K +200 +13%
TNA
1242
True North Advisors
Texas
$864K
TSWM
1243
Tyler-Stone Wealth Management
Ohio
$856K +$220K +445 +35%
SA
1244
Sylvest Advisors
Texas
$856K -$617K -1,246 -42%
MWM
1245
Moran Wealth Management
Florida
$851K -$29.2K -59 -3%
FAIM
1246
Financial Advocates Investment Management
Washington
$851K +$26.2K +53 +3%
RCA
1247
Roberts Capital Advisors
Colorado
$851K +$851K +1,718 New
VWM
1248
Venturi Wealth Management
Texas
$850K +$36.7K +74 +5%
NSB
1249
Norway Savings Bank
Maine
$843K +$843K +1,703 New
MFS
1250
Monetta Financial Services
Illinois
$842K