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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
NWAG
1376
Net Worth Advisory Group
Utah
$623K
MPWT
1377
MassMutual Private Wealth & Trust
Connecticut
$622K
PPW
1378
Parcion Private Wealth
Washington
$620K
DWM
1379
Drive Wealth Management
Utah
$620K
FBFS
1380
First Business Financial Services
Wisconsin
$620K
WWM
1381
Wolff Wiese Magana
California
$619K
CFG
1382
Cooper Financial Group
California
$619K
JSC
1383
Jackson Square Capital
California
$618K
CCA
1384
Coign Capital Advisors
Utah
$616K
EA
1385
Everpar Advisors
Oklahoma
$615K
IAG
1386
Investmark Advisory Group
Connecticut
$615K
LI
1387
LRI Investments
Florida
$611K
PCS
1388
Personal CFO Solutions
New Jersey
$610K
BOS
1389
Bank of Stockton
California
$609K
TC
1390
Trust Company
Kansas
$605K
OAM
1391
Occidental Asset Management
California
$603K
CSIC
1392
Clifford Swan Investment Counsel
California
$600K
GSEP
1393
Golden State Equity Partners
California
$599K
CCC
1394
Compass Capital Corp
Massachusetts
$598K
B
1395
Bailard
California
$598K
KIM
1396
Kestra Investment Management
Texas
$598K
PFG
1397
Prosperity Financial Group
California
$596K
PCI
1398
Planning Center Inc
Illinois
$595K
BC
1399
Belmont Capital
California
$594K
OCM
1400
One Capital Management
California
$594K