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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1326
TownSquare Capital
Utah
$626K -$390K -812 -37%
PWA
1327
Prairie Wealth Advisors
Nebraska
$625K -$52.8K -110 -7%
DE
1328
Diversified Enterprises
Delaware
$625K -$10.6K -22 -2%
CP
1329
Covenant Partners
Tennessee
$624K
KIA
1330
Kraematon Investment Advisors
Massachusetts
$622K +$275K +574 +70%
OTL
1331
Oak Thistle LLC
New York
$619K +$664K +1,384 New
TFGT
1332
TS Financial Group (TSFG)
Illinois
$617K
MCM
1333
Manchester Capital Management
Vermont
$617K -$237K -493 -26%
APW
1334
Aventura Private Wealth
Florida
$613K -$101K -211 -13%
MWM
1335
Mindset Wealth Management
Indiana
$613K +$7.68K +16 +1%
LSA
1336
Lansing Street Advisors
Pennsylvania
$612K +$22.6K +47 +4%
ASBI
1337
American State Bank (Iowa)
Iowa
$611K +$22.6K +47 +4%
PFG
1338
Prosperity Financial Group
California
$609K +$56.1K +117 +9%
VCM
1339
Versant Capital Management
Arizona
$605K +$189K +393 +41%
RMC
1340
Resources Management Corp
Connecticut
$604K -$9.6K -20 -1%
UWPG
1341
Ullmann Wealth Partners Group
Florida
$602K -$12K -25 -2%
CCM
1342
Cinctive Capital Management
New York
$602K -$8.17M -17,028 -93%
MMG
1343
Monetary Management Group
Missouri
$602K -$96K -200 -13%
OAM
1344
Occidental Asset Management
California
$599K +$51.3K +107 +9%
CPIA
1345
Cornell Pochily Investment Advisors
New York
$594K
WFI
1346
West Family Investments
California
$591K +$12K +25 +2%
CCM
1347
Condor Capital Management
New Jersey
$591K +$634K +1,321 New
MWM
1348
Modera Wealth Management
New Jersey
$591K -$10.1K -21 -2%
KAM
1349
Karani Asset Management
New York
$589K +$632K +1,318 New
TFM
1350
TFC Financial Management
Massachusetts
$589K

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.