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Intuitive Surgical

2,245 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, 1,024 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
RCA
1251
Resonant Capital Advisors
Wisconsin
$987K
HWA
1252
Heritage Wealth Advisors
Virginia
$984K
SCP
1253
Stamos Capital Partners
California
$984K
CF
1254
Centaurus Financial
California
$984K
CCG
1255
Catalina Capital Group
California
$983K
HIP
1256
Harrell Investment Partners
Texas
$980K
MUAMU
1257
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$978K
VWM
1258
Venturi Wealth Management
Texas
$975K
CWA
1259
Consilium Wealth Advisory
Texas
$975K
QWP
1260
Quotient Wealth Partners
Texas
$973K
MYIA
1261
Mount Yale Investment Advisors
Colorado
$973K
LOIM
1262
Liberty One Investment Management
Illinois
$971K
PCA
1263
Pallas Capital Advisors
Massachusetts
$970K
AA
1264
Alta Advisers
United Kingdom
$968K
CCC
1265
Compass Capital Corp
Massachusetts
$962K
AI
1266
AXS Investments
New York
$960K
PTC
1267
Private Trust Company
Ohio
$956K
EWA
1268
EverSource Wealth Advisors
Alabama
$951K
SIM
1269
Sentry Investment Management
Wisconsin
$951K
SPA
1270
Sherbrooke Park Advisers
New York
$950K
LA
1271
LVW Advisors
New York
$943K
TSWM
1272
Tyler-Stone Wealth Management
Ohio
$938K
AIM
1273
Aigen Investment Management
New York
$934K
RCA
1274
Roberts Capital Advisors
Colorado
$934K
MFS
1275
Monetta Financial Services
Illinois
$924K