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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
SW
1251
Simplicity Wealth
New Jersey
$707K
Koshinski Asset Management
1252
Koshinski Asset Management
Illinois
$707K
PNC
1253
Park National Corp
Ohio
$707K
VCM
1254
Virtue Capital Management
Tennessee
$698K
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$697K
FHC
1256
First Heartland Consultants
Missouri
$695K
FM
1257
Foster & Motley
Ohio
$694K
JFG
1258
Jefferies Financial Group
New York
$693K
WB
1259
WesBanco Bank
West Virginia
$692K
HWA
1260
HCR Wealth Advisors
California
$690K
GSWM
1261
Golden State Wealth Management
California
$689K
MC
1262
Moors & Cabot
Massachusetts
$686K
B
1263
Birchbrook
Maine
$686K
MSS
1264
Mitchell Sinkler & Starr
Pennsylvania
$684K
SC
1265
Saiph Capital
New Jersey
$683K
LWA
1266
Lineweaver Wealth Advisors
Ohio
$683K
SAM
1267
S.A. Mason
Michigan
$682K
EWA
1268
EverSource Wealth Advisors
Alabama
$681K
KCM
1269
KRS Capital Management
Michigan
$679K
UWP
1270
Uniting Wealth Partners
Kansas
$679K
CA
1271
Cambridge Advisors
Nebraska
$679K
RFS
1272
Richardson Financial Services
Massachusetts
$678K
OC
1273
Oarsman Capital
Wisconsin
$675K
TPI
1274
Trust Point Inc
Wisconsin
$674K
PJSIMP
1275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$673K