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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1301
Rational Advisors
New York
$743K +$743K +1,500 New
NIA
1302
NIA Impact Advisors
California
$742K -$132K -267 -15%
JWCA
1303
J.W. Coons Advisors
Ohio
$741K +$9.91K +20 +1%
PWMAG
1304
Pinnacle Wealth Management Advisory Group
New Jersey
$737K +$3.47K +7 +0.5%
TPI
1305
Trust Point Inc
Wisconsin
$736K -$384K -776 -34%
ECA
1306
Elevated Capital Advisors
Utah
$735K -$53.5K -108 -7%
TPM
1307
Triasima Portfolio Management
Quebec, Canada
$735K +$483K +975 +191%
ACP
1308
Aviance Capital Partners
Florida
$734K +$2.48K +5 +0.3%
FNBOH
1309
First National Bank of Hutchinson
Kansas
$734K +$734K +1,482 New
PPC
1310
Park Place Capital
Alabama
$733K -$363K -733 -33%
1W
1311
1776 Wealth
Georgia
$729K -$12.9K -26 -2%
GFP
1312
Guardian Financial Partners
California
$729K +$2.48K +5 +0.3%
AU
1313
Algebris (UK)
United Kingdom
$728K +$728K +1,587 New
PWP
1314
Private Wealth Partners
California
$721K +$3.96K +8 +0.6%
BWP
1315
Balboa Wealth Partners
Arizona
$721K +$97K +196 +16%
OHWP
1316
Oak Harbor Wealth Partners
North Carolina
$718K +$305K +616 +74%
MGIA
1317
Moneta Group Investment Advisors
Missouri
$715K -$156K -314 -18%
II
1318
Impact Investors
California
$714K -$8.42K -17 -1%
PPWM
1319
Paragon Private Wealth Management
Kentucky
$712K +$160K +323 +29%
VCM
1320
Virtue Capital Management
Tennessee
$706K -$19.3K -39 -3%
RWPA
1321
Richard W. Paul & Associates
Michigan
$705K +$3.47K +7 +0.5%
SF
1322
Seek First
California
$705K +$705K +1,424 New
AF
1323
Aviso Financial
Ontario, Canada
$705K -$35.7K -72 -5%
PTC
1324
Private Trust Company
Ohio
$705K +$203K +409 +40%
MSS
1325
Mitchell Sinkler & Starr
Pennsylvania
$704K +$59.9K +121 +9%