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Intuitive Surgical

2,162 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

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
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
AO
1301
Advisor OS
Illinois
$750K
PWA
1302
Prairie Wealth Advisors
Nebraska
$746K
WB
1303
WesBanco Bank
West Virginia
$745K
WA
1304
WBH Advisory
Maryland
$743K
RA
1305
Rational Advisors
New York
$743K
NIA
1306
NIA Impact Advisors
California
$742K
JWCA
1307
J.W. Coons Advisors
Ohio
$741K
PWMAG
1308
Pinnacle Wealth Management Advisory Group
New Jersey
$737K
TPI
1309
Trust Point Inc
Wisconsin
$736K
ECA
1310
Elevated Capital Advisors
Utah
$735K
TPM
1311
Triasima Portfolio Management
Quebec, Canada
$735K
ACP
1312
Aviance Capital Partners
Florida
$734K
FNBOH
1313
First National Bank of Hutchinson
Kansas
$734K
PPC
1314
Park Place Capital
Alabama
$733K
1W
1315
1776 Wealth
Georgia
$729K
GFP
1316
Guardian Financial Partners
California
$729K
AU
1317
Algebris (UK)
United Kingdom
$728K
PWP
1318
Private Wealth Partners
California
$721K
BWP
1319
Balboa Wealth Partners
Arizona
$721K
OHWP
1320
Oak Harbor Wealth Partners
North Carolina
$718K
MGIA
1321
Moneta Group Investment Advisors
Missouri
$715K
II
1322
Impact Investors
California
$714K
PPWM
1323
Paragon Private Wealth Management
Kentucky
$712K
VCM
1324
Virtue Capital Management
Tennessee
$706K
RWPA
1325
Richard W. Paul & Associates
Michigan
$705K