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Intuitive Surgical

2,232 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, 1,012 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
PJSIMP
1351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$759K
CP
1352
Covenant Partners
Tennessee
$759K
IC
1353
Iconiq Capital
California
$758K
MC
1354
Moors & Cabot
Massachusetts
$756K
GTAM
1355
Global Trust Asset Management
Florida
$754K
TFGT
1356
TS Financial Group (TSFG)
Illinois
$750K
LJCM
1357
Lee Johnson Capital Management
Texas
$747K
UWPG
1358
Ullmann Wealth Partners Group
Florida
$746K
SC
1359
Saiph Capital
New Jersey
$745K
VCM
1360
Virtue Capital Management
Tennessee
$744K
RMC
1361
Resources Management Corp
Connecticut
$744K
CCA
1362
Cobblestone Capital Advisors
New York
$742K
WB
1363
WesBanco Bank
West Virginia
$740K
OC
1364
Oarsman Capital
Wisconsin
$738K
MWM
1365
Mindset Wealth Management
Indiana
$736K
ECA
1366
Elevated Capital Advisors
Utah
$735K
MWM
1367
Modera Wealth Management
New Jersey
$729K
FBB
1368
Fulton Breakefield Broenniman
Maryland
$727K
CFG
1369
Cooper Financial Group
California
$724K
CPIA
1370
Cornell Pochily Investment Advisors
New York
$722K
LSA
1371
Lansing Street Advisors
Pennsylvania
$718K
GGS
1372
Galvin Gaustad & Stein
Arizona
$717K
BTWM
1373
Baker Tilly Wealth Management
Wisconsin
$716K
TFM
1374
TFC Financial Management
Massachusetts
$716K
GLAM
1375
Gardner Lewis Asset Management
Pennsylvania
$715K