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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
SAM
1276
S.A. Mason
Michigan
$682K +$288K +600 +65%
EWA
1277
EverSource Wealth Advisors
Alabama
$681K -$109K -227 -13%
KCM
1278
KRS Capital Management
Michigan
$679K +$9.12K +19 +1%
UWP
1279
Uniting Wealth Partners
Kansas
$679K +$729K +1,519 New
CA
1280
Cambridge Advisors
Nebraska
$679K
RFS
1281
Richardson Financial Services
Massachusetts
$678K -$4.8K -10 -0.7%
OC
1282
Oarsman Capital
Wisconsin
$675K +$72.9K +152 +11%
TPI
1283
Trust Point Inc
Wisconsin
$674K -$44.1K -92 -6%
PJSIMP
1284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$673K +$51.3K +107 +8%
First Manhattan
1285
First Manhattan
New York
$672K -$37K -77 -5%
WA
1286
WBH Advisory
Maryland
$671K
AAI
1287
American Assets Inc
California
$671K +$720K +1,500 New
NIA
1288
NIA Impact Advisors
California
$670K
KIM
1289
Kestra Investment Management
Texas
$668K -$489K -1,020 -41%
CAM
1290
Cozad Asset Management
Illinois
$667K +$2.88K +6 +0.4%
PVI
1291
Pine Valley Investments
New Jersey
$666K +$393K +820 +122%
FFN
1292
Focus Financial Network
Minnesota
$664K +$6.72K +14 +1%
OWM
1293
OneAscent Wealth Management
Alabama
$664K -$54.7K -114 -7%
JSW
1294
Journey Strategic Wealth
New Jersey
$661K -$644K -1,342 -48%
RCA
1295
Resonant Capital Advisors
Wisconsin
$661K -$162K -338 -19%
GFP
1296
Guardian Financial Partners
California
$658K -$4.32K -9 -0.6%
CCA
1297
Cobblestone Capital Advisors
New York
$656K +$48K +100 +7%
AWM
1298
Atticus Wealth Management
Florida
$656K +$209K +436 +42%
GSEP
1299
Golden State Equity Partners
California
$654K +$95.5K +199 +16%
1IA
1300
1834 Investment Advisors
Wisconsin
$652K

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.