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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1251
Perbak Capital Partners
United Kingdom
$723K +$552K +1,150 +246%
SFI
1252
SPC Financial Inc
Maryland
$722K +$10.1K +21 +1%
EG
1253
Ellerson Group
Maryland
$720K -$19.2K -40 -2%
WFC
1254
Western Financial Corp
California
$719K -$671K -1,399 -47%
LA
1255
LVW Advisors
New York
$719K -$61.9K -129 -7%
BWP
1256
BSW Wealth Partners
Colorado
$715K +$345K +718 +81%
HFM
1257
Hartford Financial Management
Connecticut
$713K -$5.28K -11 -0.7%
RWPA
1258
Richard W. Paul & Associates
Michigan
$712K +$72.5K +151 +10%
PCA
1259
Pallas Capital Advisors
Massachusetts
$711K -$93.6K -195 -11%
ACP
1260
Aviance Capital Partners
Florida
$711K +$48.9K +102 +7%
SW
1261
Simplicity Wealth
New Jersey
$707K -$983K -2,049 -56%
Koshinski Asset Management
1262
Koshinski Asset Management
Illinois
$707K +$106K +221 +3%
PNC
1263
Park National Corp
Ohio
$707K +$20.6K +43 +3%
PWMAG
1264
Pinnacle Wealth Management Advisory Group
New Jersey
$697K -$5.76K -12 -0.8%
FHC
1265
First Heartland Consultants
Missouri
$695K +$3.84K +8 +0.5%
FM
1266
Foster & Motley
Ohio
$694K -$4.32K -9 -0.6%
JFG
1267
Jefferies Financial Group
New York
$693K +$238K +496 +47%
WB
1268
WesBanco Bank
West Virginia
$692K +$89.3K +186 +14%
HWA
1269
HCR Wealth Advisors
California
$690K +$144K +301 +24%
GSWM
1270
Golden State Wealth Management
California
$689K -$53.7K -112 -7%
MC
1271
Moors & Cabot
Massachusetts
$686K +$68.6K +143 +10%
B
1272
Birchbrook
Maine
$686K +$35.5K +74 +5%
MSS
1273
Mitchell Sinkler & Starr
Pennsylvania
$684K -$7.68K -16 -1%
SC
1274
Saiph Capital
New Jersey
$683K +$75.3K +157 +11%
LWA
1275
Lineweaver Wealth Advisors
Ohio
$683K +$733K +1,527 New

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.