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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
FI
1301
Finivi Inc
Massachusetts
$644K
CCG
1302
Cypress Capital Group
Florida
$644K
CCMG
1303
Clark Capital Management Group
Pennsylvania
$644K
AWM
1304
Arista Wealth Management
Nevada
$643K
KHCM
1305
Kirtland Hills Capital Management
Ohio
$643K
ICP
1306
Interchange Capital Partners
Pennsylvania
$639K
LCWP
1307
Legacy Capital Wealth Partners
Arkansas
$639K
BOS
1308
Bank of Stockton
California
$638K
SF
1309
Seek First
California
$637K
AZ
1310
Alpha Zero
Florida
$636K
AWM
1311
Ariadne Wealth Management
California
$635K
PG
1312
Patten Group
Tennessee
$635K
CGL
1313
Clarius Group LLC
Washington
$635K
GIC
1314
Generali Investments CEE
Czech Republic
$633K
ALAM
1315
Asahi Life Asset Management
Japan
$633K
CCA
1316
Coign Capital Advisors
Utah
$631K
SFA
1317
Souders Financial Advisors
Ohio
$628K
PWP
1318
Private Wealth Partners
California
$628K
FBB
1319
Fulton Breakefield Broenniman
Maryland
$628K
TA
1320
TFB Advisors
Kansas
$627K
TC
1321
TownSquare Capital
Utah
$626K
PWA
1322
Prairie Wealth Advisors
Nebraska
$625K
DE
1323
Diversified Enterprises
Delaware
$625K
CP
1324
Covenant Partners
Tennessee
$624K
KIA
1325
Kraematon Investment Advisors
Massachusetts
$622K