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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
PP
1276
PDS Planning
Ohio
$787K
CAM
1277
Cozad Asset Management
Illinois
$785K
LC
1278
Lindbrook Capital
California
$784K
MA
1279
Mutual Advisors
Nebraska
$782K
CAU
1280
Caxton Associates (UK)
$780K
PHIC
1281
Pine Haven Investment Counsel
Massachusetts
$779K
CCFM
1282
Clear Creek Financial Management
Washington
$779K
PWM
1283
Prosperity Wealth Management
California
$775K
MWM
1284
Modera Wealth Management
New Jersey
$770K
RCA
1285
Resonant Capital Advisors
Wisconsin
$770K
CCA
1286
Childress Capital Advisors
Texas
$769K
FHC
1287
First Heartland Consultants
Missouri
$768K
LA
1288
LVW Advisors
New York
$767K
EI
1289
Ellevest Inc
New York
$767K
PNC
1290
Park National Corp
Ohio
$766K
MMG
1291
Monetary Management Group
Missouri
$765K
FM
1292
Foster & Motley
Ohio
$763K
AGA
1293
Accuvest Global Advisors
Utah
$763K
LFM
1294
LGT Fund Management
Liechtenstein
$763K
LAM
1295
L2 Asset Management
Massachusetts
$757K
MSFS
1296
Main Street Financial Solutions
Pennsylvania
$754K
HI
1297
Harbour Investments
Wisconsin
$754K
CA
1298
Cambridge Advisors
Nebraska
$752K
KCM
1299
KRS Capital Management
Michigan
$752K
AO
1300
Advisor OS
Illinois
$750K