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Intuitive Surgical

2,245 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,024 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1351
Signature Estate & Investment Advisors
California
$775K
SF
1352
Seek First
California
$774K
DE
1353
Diversified Enterprises
Delaware
$771K
MPWT
1354
MassMutual Private Wealth & Trust
Connecticut
$766K
IWA
1355
IBEX Wealth Advisors
New Jersey
$764K
SFS
1356
Sharp Financial Services
Pennsylvania
$764K
SA
1357
Sovran Advisors
California
$763K
SP
1358
SWS Partners
Ohio
$760K
DWM
1359
Dogwood Wealth Management
Kansas
$760K
PJSIMP
1360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$759K
CP
1361
Covenant Partners
Tennessee
$759K
IC
1362
Iconiq Capital
California
$758K
MC
1363
Moors & Cabot
Massachusetts
$756K
GTAM
1364
Global Trust Asset Management
Florida
$754K
TFGT
1365
TS Financial Group (TSFG)
Illinois
$750K
LJCM
1366
Lee Johnson Capital Management
Texas
$747K
UWPG
1367
Ullmann Wealth Partners Group
Florida
$746K
SC
1368
Saiph Capital
New Jersey
$745K
VCM
1369
Virtue Capital Management
Tennessee
$744K
RMC
1370
Resources Management Corp
Connecticut
$744K
CCA
1371
Cobblestone Capital Advisors
New York
$742K
WB
1372
WesBanco Bank
West Virginia
$740K
OC
1373
Oarsman Capital
Wisconsin
$738K
MWM
1374
Mindset Wealth Management
Indiana
$736K
ECA
1375
Elevated Capital Advisors
Utah
$735K