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Intuitive Surgical

2,232 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, 1,012 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
NHC
1301
Nicholas Hoffman & Company
Georgia
$858K
TCM
1302
Teza Capital Management
Illinois
$858K
PWMAG
1303
Pinnacle Wealth Management Advisory Group
New Jersey
$853K
AO
1304
Advisor OS
Illinois
$850K
FM
1305
Foster & Motley
Ohio
$848K
MSS
1306
Mitchell Sinkler & Starr
Pennsylvania
$840K
FHC
1307
First Heartland Consultants
Missouri
$840K
MMG
1308
Monetary Management Group
Missouri
$840K
JWCA
1309
J.W. Coons Advisors
Ohio
$838K
PNC
1310
Park National Corp
Ohio
$836K
WI
1311
WrapManager Inc
California
$832K
CA
1312
Cambridge Advisors
Nebraska
$825K
GIC
1313
Generali Investments CEE
Czech Republic
$824K
RFS
1314
Richardson Financial Services
Massachusetts
$821K
PWA
1315
Prairie Wealth Advisors
Nebraska
$819K
KCM
1316
KRS Capital Management
Michigan
$815K
WA
1317
WBH Advisory
Maryland
$815K
NIA
1318
NIA Impact Advisors
California
$815K
EI
1319
Ellevest Inc
New York
$811K
WWM
1320
Waterway Wealth Management
Texas
$811K
ACP
1321
Aviance Capital Partners
Florida
$809K
CAM
1322
Cozad Asset Management
Illinois
$808K
GFP
1323
Guardian Financial Partners
California
$804K
KHCM
1324
Kirtland Hills Capital Management
Ohio
$802K
FFN
1325
Focus Financial Network
Minnesota
$800K