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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
LAM
1301
L2 Asset Management
Massachusetts
$870K
TPI
1302
Trust Point Inc
Wisconsin
$868K
OWM
1303
OneAscent Wealth Management
Alabama
$868K
RCM
1304
RB Capital Management
Nevada
$868K
WIA
1305
World Investment Advisors
California
$867K
SFI
1306
SPC Financial Inc
Maryland
$866K
EAM
1307
Empirical Asset Management
Massachusetts
$866K
First Manhattan
1308
First Manhattan
New York
$858K
NHC
1309
Nicholas Hoffman & Company
Georgia
$858K
TCM
1310
Teza Capital Management
Illinois
$858K
PWMAG
1311
Pinnacle Wealth Management Advisory Group
New Jersey
$853K
AO
1312
Advisor OS
Illinois
$850K
FM
1313
Foster & Motley
Ohio
$848K
MSS
1314
Mitchell Sinkler & Starr
Pennsylvania
$840K
FHC
1315
First Heartland Consultants
Missouri
$840K
MMG
1316
Monetary Management Group
Missouri
$840K
JWCA
1317
J.W. Coons Advisors
Ohio
$838K
PNC
1318
Park National Corp
Ohio
$836K
WI
1319
WrapManager Inc
California
$832K
CA
1320
Cambridge Advisors
Nebraska
$825K
GIC
1321
Generali Investments CEE
Czech Republic
$824K
RFS
1322
Richardson Financial Services
Massachusetts
$821K
PWA
1323
Prairie Wealth Advisors
Nebraska
$819K
KCM
1324
KRS Capital Management
Michigan
$815K
WA
1325
WBH Advisory
Maryland
$815K