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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
VWM
1251
Venturi Wealth Management
Texas
$850K
NSB
1252
Norway Savings Bank
Maine
$843K
MFS
1253
Monetta Financial Services
Illinois
$842K
ATFA
1254
All Terrain Financial Advisors
Minnesota
$841K
RAM
1255
Readystate Asset Management
Illinois
$840K
FMP
1256
Financial Management Professionals
Texas
$839K
JSW
1257
Journey Strategic Wealth
New Jersey
$836K
AA
1258
Alta Advisers
United Kingdom
$833K
WANY
1259
Wealthspire Advisors (New York)
New York
$828K
WAM
1260
Wolverine Asset Management
Illinois
$825K
PCA
1261
Pallas Capital Advisors
Massachusetts
$824K
PWG
1262
Portside Wealth Group
Utah
$823K
RCAG
1263
Rehmann Capital Advisory Group
Michigan
$821K
EG
1264
Ellerson Group
Maryland
$817K
QWP
1265
Quotient Wealth Partners
Texas
$814K
1IA
1266
1834 Investment Advisors
Wisconsin
$808K
IEFM
1267
IQ EQ Fund Management
Ireland
$807K
ICCON
1268
Investment Counsel Company of Nevada
Nevada
$804K
SFI
1269
SPC Financial Inc
Maryland
$804K
EFS
1270
Essex Financial Services
Connecticut
$795K
OWM
1271
OneAscent Wealth Management
Alabama
$792K
First Manhattan
1272
First Manhattan
New York
$792K
WPC
1273
Waters Parkerson & Co
Louisiana
$791K
RCM
1274
RB Capital Management
Nevada
$788K
PIA
1275
Pinion Investment Advisors
Kansas
$787K