ISRG icon

Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
HWA
1226
Heritage Wealth Advisors
Virginia
$761K
WPC
1227
Waters Parkerson & Co
Louisiana
$761K
ATFA
1228
All Terrain Financial Advisors
Minnesota
$760K
SCP
1229
Stamos Capital Partners
California
$759K
HI
1230
Harbour Investments
Wisconsin
$754K
BL
1231
BFSG LLC
California
$753K
FMP
1232
Financial Management Professionals
Texas
$750K
LAM
1233
L2 Asset Management
Massachusetts
$748K
LWMM
1234
Legacy Wealth Management (Mississippi)
Mississippi
$746K
CCA
1235
Childress Capital Advisors
Texas
$745K
SEIA
1236
Signature Estate & Investment Advisors
California
$744K
RCM
1237
RB Capital Management
Nevada
$744K
EFS
1238
Essex Financial Services
Connecticut
$735K
QWP
1239
Quotient Wealth Partners
Texas
$731K
DWM
1240
Dogwood Wealth Management
Kansas
$726K
PCP
1241
Perbak Capital Partners
United Kingdom
$723K
SFI
1242
SPC Financial Inc
Maryland
$722K
EG
1243
Ellerson Group
Maryland
$720K
WFC
1244
Western Financial Corp
California
$719K
LA
1245
LVW Advisors
New York
$719K
BWP
1246
BSW Wealth Partners
Colorado
$715K
HFM
1247
Hartford Financial Management
Connecticut
$713K
RWPA
1248
Richard W. Paul & Associates
Michigan
$712K
PCA
1249
Pallas Capital Advisors
Massachusetts
$711K
ACP
1250
Aviance Capital Partners
Florida
$711K