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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Humankind Investments
New York
$589K +$115K +240 +22%
BTWM
1352
Baker Tilly Wealth Management
Wisconsin
$588K -$1.44K -3 -0.2%
ECA
1353
Elevated Capital Advisors
Utah
$587K -$83K -173 -12%
CFG
1354
Cooper Financial Group
California
$586K -$10.6K -22 -2%
APWM
1355
Argonautica Private Wealth Management
Massachusetts
$586K
AIM
1356
Advyzon Investment Management
Illinois
$583K +$116K +241 +23%
GFP
1357
Gryphon Financial Partners
Ohio
$582K +$256K +533 +69%
LP
1358
LMR Partners
United Kingdom
$581K +$623K +1,298 +129,800%
FAFN
1359
First Affirmative Financial Network
Colorado
$580K +$65.3K +136 +12%
SS
1360
Sunbelt Securities
Texas
$579K -$22.1K -46 -3%
TCM
1361
Tufton Capital Management
Maryland
$576K +$137K +285 +28%
GSIAS
1362
Garden State Investment Advisory Services
New Jersey
$576K +$46.1K +96 +8%
CWM
1363
Connecticut Wealth Management
Connecticut
$574K
GBT
1364
Grove Bank & Trust
Florida
$572K
TWM
1365
Trueblood Wealth Management
Ohio
$572K
TI
1366
Trexquant Investment
Connecticut
$572K +$613K +1,278 New
SG
1367
Sienna Gestion
France
$568K -$9.59M -19,975 -93%
MPWT
1368
MassMutual Private Wealth & Trust
Connecticut
$565K -$69.6K -145 -10%
IBOK
1369
Independence Bank of Kentucky
Kentucky
$562K +$59K +123 +11%
VWM
1370
Venturi Wealth Management
Texas
$560K -$260K -542 -30%
FBFS
1371
First Business Financial Services
Wisconsin
$559K
MFS
1372
Miller Financial Services
Michigan
$559K +$600K +1,251 New
KFA
1373
Kapstone Financial Advisors
Ohio
$558K +$60.5K +126 +11%
KNW
1374
Kesler Norman & Wride
Utah
$558K -$455K -949 -47%
IP
1375
Ignite Planners
California
$557K +$6.24K +13 +1%

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.