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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 %
KHCM
1351
Kirtland Hills Capital Management
Ohio
$659K +$116K +240 +21%
UWPG
1352
Ullmann Wealth Partners Group
Florida
$657K -$1.98K -4 -0.3%
KA
1353
Kercheville Advisors
Texas
$656K +$126K +255 +24%
OFS
1354
Orrstown Financial Services
Pennsylvania
$655K -$15.4K -31 -2%
AWM
1355
Avior Wealth Management
Nebraska
$653K -$189K -382 -22%
TFM
1356
TFC Financial Management
Massachusetts
$652K
APWM
1357
Argonautica Private Wealth Management
Massachusetts
$650K +$650K +1,313 New
BCM
1358
Bourgeon Capital Management
Connecticut
$649K -$22.3K -45 -3%
DWM
1359
Dogwood Wealth Management
Kansas
$645K +$645K +1,302 New
DE
1360
Diversified Enterprises
Delaware
$644K +$237K +479 +58%
BOTPPF
1361
Board of the Pension Protection Fund
United Kingdom
$644K -$347K -700 -35%
SAM
1362
Secure Asset Management
Michigan
$640K -$116K -234 -15%
MIH
1363
Meitav Investment House
Israel
$639K +$441K +891 +223%
AWM
1364
Ariadne Wealth Management
California
$638K +$224K +417 +54%
AF
1365
Advisornet Financial
Minnesota
$635K +$253K +510 +66%
PTC
1366
Petrus Trust Company
Texas
$635K +$635K +1,283 New
CCMG
1367
Clark Capital Management Group
Pennsylvania
$635K +$635K +1,282 New
TWM
1368
Trueblood Wealth Management
Ohio
$633K +$72.8K +147 +13%
AFS
1369
Anderson Financial Strategies
Ohio
$631K +$631K +1,275 New
GBT
1370
Grove Bank & Trust
Florida
$629K +$289K +584 +85%
OC
1371
Oarsman Capital
Wisconsin
$628K -$57K -115 -8%
NWAG
1372
Net Worth Advisory Group
Utah
$623K -$164K -331 -21%
MPWT
1373
MassMutual Private Wealth & Trust
Connecticut
$622K +$133K +268 +27%
PPW
1374
Parcion Private Wealth
Washington
$620K +$5.94K +12 +1%
DWM
1375
Drive Wealth Management
Utah
$620K -$16.8K -34 -3%