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Intuitive Surgical

2,232 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,012 increasing their positions, 700 reducing their positions, and 110 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
1226
Missouri Trust & Investment Company
Missouri
$1.06M
CI
1227
CX Institutional
Indiana
$1.05M
LG
1228
LaFleur & Godfrey
Michigan
$1.04M
PDL
1229
Portfolio Design Labs
California
$1.04M
BPW
1230
Bingham Private Wealth
California
$1.04M
NPF
1231
Norris Perne & French
Michigan
$1.03M
PCM
1232
Parsons Capital Management
Rhode Island
$1.03M
PWG
1233
Portside Wealth Group
Utah
$1.03M
BFIM
1234
Beese Fulmer Investment Management
Ohio
$1.03M
TA
1235
TFB Advisors
Kansas
$1.02M
WIM
1236
WealthPlan Investment Management
Nebraska
$1.02M
MCM
1237
Manchester Capital Management
Vermont
$1.02M
RCAG
1238
Rehmann Capital Advisory Group
Michigan
$1.01M
FIM
1239
Freedom Investment Management
Connecticut
$1M
IAN
1240
Integrated Advisors Network
Texas
$1M
AF
1241
Aviso Financial
Ontario, Canada
$1M
A
1242
AlphaQuest
New York
$999K
1C
1243
111 Capital
France
$987K
LAM
1244
Lewis Asset Management
California
$987K
RCA
1245
Resonant Capital Advisors
Wisconsin
$987K
HWA
1246
Heritage Wealth Advisors
Virginia
$984K
SCP
1247
Stamos Capital Partners
California
$984K
CF
1248
Centaurus Financial
California
$984K
CCG
1249
Catalina Capital Group
California
$983K
HIP
1250
Harrell Investment Partners
Texas
$980K