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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
GLAM
1226
Gardner Lewis Asset Management
Pennsylvania
$783K
AWM
1227
Avior Wealth Management
Nebraska
$771K
TWP
1228
Total Wealth Planning
Ohio
$771K
RCA
1229
Roberts Capital Advisors
Colorado
$768K
FMLI
1230
Fukoku Mutual Life Insurance
Japan
$766K
HWA
1231
Heritage Wealth Advisors
Virginia
$761K
WPC
1232
Waters Parkerson & Co
Louisiana
$761K
ATFA
1233
All Terrain Financial Advisors
Minnesota
$760K
SCP
1234
Stamos Capital Partners
California
$759K
HI
1235
Harbour Investments
Wisconsin
$754K
BL
1236
BFSG LLC
California
$753K
FMP
1237
Financial Management Professionals
Texas
$750K
LAM
1238
L2 Asset Management
Massachusetts
$748K
LWMM
1239
Legacy Wealth Management (Mississippi)
Mississippi
$746K
CCA
1240
Childress Capital Advisors
Texas
$745K
SEIA
1241
Signature Estate & Investment Advisors
California
$744K
RCM
1242
RB Capital Management
Nevada
$744K
EFS
1243
Essex Financial Services
Connecticut
$735K
QWP
1244
Quotient Wealth Partners
Texas
$731K
DWM
1245
Dogwood Wealth Management
Kansas
$726K
PCP
1246
Perbak Capital Partners
United Kingdom
$723K
SFI
1247
SPC Financial Inc
Maryland
$722K
EG
1248
Ellerson Group
Maryland
$720K
WFC
1249
Western Financial Corp
California
$719K
LA
1250
LVW Advisors
New York
$719K