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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
BWP
1251
BSW Wealth Partners
Colorado
$715K
HFM
1252
Hartford Financial Management
Connecticut
$713K
RWPA
1253
Richard W. Paul & Associates
Michigan
$712K
PCA
1254
Pallas Capital Advisors
Massachusetts
$711K
ACP
1255
Aviance Capital Partners
Florida
$711K
SW
1256
Simplicity Wealth
New Jersey
$707K
Koshinski Asset Management
1257
Koshinski Asset Management
Illinois
$707K
PNC
1258
Park National Corp
Ohio
$707K
PWMAG
1259
Pinnacle Wealth Management Advisory Group
New Jersey
$697K
FHC
1260
First Heartland Consultants
Missouri
$695K
FM
1261
Foster & Motley
Ohio
$694K
JFG
1262
Jefferies Financial Group
New York
$693K
WB
1263
WesBanco Bank
West Virginia
$692K
HWA
1264
HCR Wealth Advisors
California
$690K
GSWM
1265
Golden State Wealth Management
California
$689K
MC
1266
Moors & Cabot
Massachusetts
$686K
B
1267
Birchbrook
Maine
$686K
MSS
1268
Mitchell Sinkler & Starr
Pennsylvania
$684K
SC
1269
Saiph Capital
New Jersey
$683K
LWA
1270
Lineweaver Wealth Advisors
Ohio
$683K
SAM
1271
S.A. Mason
Michigan
$682K
EWA
1272
EverSource Wealth Advisors
Alabama
$681K
KCM
1273
KRS Capital Management
Michigan
$679K
UWP
1274
Uniting Wealth Partners
Kansas
$679K
CA
1275
Cambridge Advisors
Nebraska
$679K