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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1351
Baker Tilly Wealth Management
Wisconsin
$664K
MSAM
1352
Moloney Securities Asset Management
Missouri
$664K
MWM
1353
Mindset Wealth Management
Indiana
$662K
FBB
1354
Fulton Breakefield Broenniman
Maryland
$660K
KHCM
1355
Kirtland Hills Capital Management
Ohio
$659K
UWPG
1356
Ullmann Wealth Partners Group
Florida
$657K
KA
1357
Kercheville Advisors
Texas
$656K
OFS
1358
Orrstown Financial Services
Pennsylvania
$655K
AWM
1359
Avior Wealth Management
Nebraska
$653K
TFM
1360
TFC Financial Management
Massachusetts
$652K
APWM
1361
Argonautica Private Wealth Management
Massachusetts
$650K
BCM
1362
Bourgeon Capital Management
Connecticut
$649K
DWM
1363
Dogwood Wealth Management
Kansas
$645K
DE
1364
Diversified Enterprises
Delaware
$644K
BOTPPF
1365
Board of the Pension Protection Fund
United Kingdom
$644K
SAM
1366
Secure Asset Management
Michigan
$640K
MIH
1367
Meitav Investment House
Israel
$639K
AWM
1368
Ariadne Wealth Management
California
$638K
AF
1369
Advisornet Financial
Minnesota
$635K
PTC
1370
Petrus Trust Company
Texas
$635K
CCMG
1371
Clark Capital Management Group
Pennsylvania
$635K
TWM
1372
Trueblood Wealth Management
Ohio
$633K
AFS
1373
Anderson Financial Strategies
Ohio
$631K
GBT
1374
Grove Bank & Trust
Florida
$629K
OC
1375
Oarsman Capital
Wisconsin
$628K