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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
CCM
1326
Condor Capital Management
New Jersey
$591K
MWM
1327
Modera Wealth Management
New Jersey
$591K
KAM
1328
Karani Asset Management
New York
$589K
TFM
1329
TFC Financial Management
Massachusetts
$589K
HI
1330
Humankind Investments
New York
$589K
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$588K
ECA
1332
Elevated Capital Advisors
Utah
$587K
CFG
1333
Cooper Financial Group
California
$586K
APWM
1334
Argonautica Private Wealth Management
Massachusetts
$586K
AIM
1335
Advyzon Investment Management
Illinois
$583K
GFP
1336
Gryphon Financial Partners
Ohio
$582K
LP
1337
LMR Partners
United Kingdom
$581K
FAFN
1338
First Affirmative Financial Network
Colorado
$580K
SS
1339
Sunbelt Securities
Texas
$579K
TCM
1340
Tufton Capital Management
Maryland
$576K
GSIAS
1341
Garden State Investment Advisory Services
New Jersey
$576K
CWM
1342
Connecticut Wealth Management
Connecticut
$574K
GBT
1343
Grove Bank & Trust
Florida
$572K
TWM
1344
Trueblood Wealth Management
Ohio
$572K
TI
1345
Trexquant Investment
Connecticut
$572K
SG
1346
Sienna Gestion
France
$568K
MPWT
1347
MassMutual Private Wealth & Trust
Connecticut
$565K
IBOK
1348
Independence Bank of Kentucky
Kentucky
$562K
VWM
1349
Venturi Wealth Management
Texas
$560K
FBFS
1350
First Business Financial Services
Wisconsin
$559K