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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
AWM
1276
Avior Wealth Management
Nebraska
$924K
SCI
1277
Stableford Capital II
Arizona
$924K
ATFA
1278
All Terrain Financial Advisors
Minnesota
$923K
WPC
1279
Waters Parkerson & Co
Louisiana
$923K
CCA
1280
Childress Capital Advisors
Texas
$920K
FMP
1281
Financial Management Professionals
Texas
$917K
SCM
1282
Stevens Capital Management
Pennsylvania
$912K
T
1283
Tableaux
Massachusetts
$910K
PCM
1284
Prelude Capital Management
New York
$901K
PPWM
1285
Paragon Private Wealth Management
Kentucky
$900K
MMCM
1286
Murphy & Mullick Capital Management
New York
$900K
CCFM
1287
Clear Creek Financial Management
Washington
$899K
GSWM
1288
Golden State Wealth Management
California
$898K
OHWP
1289
Oak Harbor Wealth Partners
North Carolina
$898K
KIA
1290
KCM Investment Advisors
California
$897K
EG
1291
Ellerson Group
Maryland
$897K
ICCON
1292
Investment Counsel Company of Nevada
Nevada
$882K
AZ
1293
Alpha Zero
Florida
$881K
PHIC
1294
Pine Haven Investment Counsel
Massachusetts
$880K
SFA
1295
Souders Financial Advisors
Ohio
$878K
EFS
1296
Essex Financial Services
Connecticut
$877K
EW
1297
Evoke Wealth
California
$875K
LI
1298
LRI Investments
Florida
$875K
HFM
1299
Hartford Financial Management
Connecticut
$872K
OFS
1300
Orrstown Financial Services
Pennsylvania
$871K