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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
OTL
1326
Oak Thistle LLC
New York
$619K
TFGT
1327
TS Financial Group (TSFG)
Illinois
$617K
MCM
1328
Manchester Capital Management
Vermont
$617K
APW
1329
Aventura Private Wealth
Florida
$613K
MWM
1330
Mindset Wealth Management
Indiana
$613K
LSA
1331
Lansing Street Advisors
Pennsylvania
$612K
PFG
1332
Prosperity Financial Group
California
$609K
VCM
1333
Versant Capital Management
Arizona
$605K
RMC
1334
Resources Management Corp
Connecticut
$604K
UWPG
1335
Ullmann Wealth Partners Group
Florida
$602K
CCM
1336
Cinctive Capital Management
New York
$602K
MMG
1337
Monetary Management Group
Missouri
$602K
OAM
1338
Occidental Asset Management
California
$599K
CPIA
1339
Cornell Pochily Investment Advisors
New York
$594K
WFI
1340
West Family Investments
California
$591K
CCM
1341
Condor Capital Management
New Jersey
$591K
MWM
1342
Modera Wealth Management
New Jersey
$591K
KAM
1343
Karani Asset Management
New York
$589K
TFM
1344
TFC Financial Management
Massachusetts
$589K
HI
1345
Humankind Investments
New York
$589K
BTWM
1346
Baker Tilly Wealth Management
Wisconsin
$588K
ECA
1347
Elevated Capital Advisors
Utah
$587K
CFG
1348
Cooper Financial Group
California
$586K
APWM
1349
Argonautica Private Wealth Management
Massachusetts
$586K
AIM
1350
Advyzon Investment Management
Illinois
$583K