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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BIG
1326
Brookwood Investment Group
Arizona
$697K +$697K +1,408 New
DCM
1327
Driehaus Capital Management
Illinois
$696K +$125K +253 +22%
SS
1328
Sunbelt Securities
Texas
$692K +$28.2K +57 +4%
CP
1329
Covenant Partners
Tennessee
$691K
BFM
1330
Boothbay Fund Management
New York
$691K +$427K +862 +162%
LCWP
1331
Legacy Capital Wealth Partners
Arkansas
$689K +$495 +1 +0.1%
KAS
1332
KPP Advisory Services
Kentucky
$688K +$57.9K +117 +9%
SW
1333
Simplicity Wealth
New Jersey
$688K +$359K +724 +109%
TFGT
1334
TS Financial Group (TSFG)
Illinois
$683K
HDIM
1335
Hanson & Doremus Investment Management
Vermont
$683K +$465K +940 +214%
TCM
1336
Teza Capital Management
Illinois
$682K -$279K -563 -29%
CCA
1337
Cobblestone Capital Advisors
New York
$681K -$10.9K -22 -2%
PDL
1338
Portfolio Design Labs
California
$680K -$1.32M -2,662 -66%
HA
1339
Harfst & Associates
Wyoming
$672K +$672K +1,356 New
QC
1340
Quent Capital
New York
$671K +$14.4K +29 +2%
RMC
1341
Resources Management Corp
Connecticut
$669K
FFN
1342
Focus Financial Network
Minnesota
$668K -$70.3K -142 -10%
SP
1343
SWS Partners
Ohio
$666K +$14.9K +30 +2%
EWA
1344
EverSource Wealth Advisors
Alabama
$666K +$66.4K +134 +11%
WLG
1345
Williamson Legacy Group
Indiana
$666K +$74.8K +151 +13%
CT
1346
Chicago Trust
Illinois
$666K -$9.91K -20 -1%
BTWM
1347
Baker Tilly Wealth Management
Wisconsin
$664K +$42.1K +85 +7%
MSAM
1348
Moloney Securities Asset Management
Missouri
$664K +$664K +1,340 New
MWM
1349
Mindset Wealth Management
Indiana
$662K +$10.9K +22 +2%
FBB
1350
Fulton Breakefield Broenniman
Maryland
$660K -$3.47K -7 -0.5%