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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
ALAM
1301
Asahi Life Asset Management
Japan
$633K
CCA
1302
Coign Capital Advisors
Utah
$631K
SFA
1303
Souders Financial Advisors
Ohio
$628K
PWP
1304
Private Wealth Partners
California
$628K
FBB
1305
Fulton Breakefield Broenniman
Maryland
$628K
TA
1306
TFB Advisors
Kansas
$627K
TC
1307
TownSquare Capital
Utah
$626K
PWA
1308
Prairie Wealth Advisors
Nebraska
$625K
DE
1309
Diversified Enterprises
Delaware
$625K
CP
1310
Covenant Partners
Tennessee
$624K
KIA
1311
Kraematon Investment Advisors
Massachusetts
$622K
OTL
1312
Oak Thistle LLC
New York
$619K
TFGT
1313
TS Financial Group (TSFG)
Illinois
$617K
MCM
1314
Manchester Capital Management
Vermont
$617K
MWM
1315
Mindset Wealth Management
Indiana
$613K
LSA
1316
Lansing Street Advisors
Pennsylvania
$612K
PFG
1317
Prosperity Financial Group
California
$609K
VCM
1318
Versant Capital Management
Arizona
$605K
RMC
1319
Resources Management Corp
Connecticut
$604K
UWPG
1320
Ullmann Wealth Partners Group
Florida
$602K
CCM
1321
Cinctive Capital Management
New York
$602K
MMG
1322
Monetary Management Group
Missouri
$602K
OAM
1323
Occidental Asset Management
California
$599K
CPIA
1324
Cornell Pochily Investment Advisors
New York
$594K
WFI
1325
West Family Investments
California
$591K