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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
MFS
1351
Miller Financial Services
Michigan
$559K
KFA
1352
Kapstone Financial Advisors
Ohio
$558K
KNW
1353
Kesler Norman & Wride
Utah
$558K
IP
1354
Ignite Planners
California
$557K
IAG
1355
Investmark Advisory Group
Connecticut
$555K
MA
1356
MJP Associates
Connecticut
$547K
VCA
1357
Verdence Capital Advisors
Maryland
$547K
SPC
1358
Spirepoint Private Client
Florida
$547K
CP
1359
Canopy Partners
Ohio
$546K
JSC
1360
Jackson Square Capital
California
$543K
TC
1361
Trust Company
Kansas
$542K
BA
1362
Bridgewater Advisors
New York
$542K
PTC
1363
Private Trust Company
Ohio
$538K
MWP
1364
Meriwether Wealth & Planning
Louisiana
$538K
LFAS
1365
Level Four Advisory Services
Texas
$538K
PCI
1366
Planning Center Inc
Illinois
$537K
CM
1367
Castleark Management
Illinois
$537K
SIA
1368
SGL Investment Advisors
Montana
$536K
PWS
1369
Peloton Wealth Strategists
Indiana
$535K
YC
1370
Yarbrough Capital
Tennessee
$532K
AF
1371
Advisornet Financial
Minnesota
$531K
FC
1372
Financial Consulate
Maryland
$529K
AC
1373
AlphaCore Capital
California
$527K
NAS
1374
Nicolet Advisory Services
Wisconsin
$526K
OFP
1375
OLIO Financial Planning
Virginia
$525K