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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
MWM
1376
Modera Wealth Management
New Jersey
$729K
FBB
1377
Fulton Breakefield Broenniman
Maryland
$727K
CFG
1378
Cooper Financial Group
California
$724K
CPIA
1379
Cornell Pochily Investment Advisors
New York
$722K
LSA
1380
Lansing Street Advisors
Pennsylvania
$718K
GGS
1381
Galvin Gaustad & Stein
Arizona
$717K
BTWM
1382
Baker Tilly Wealth Management
Wisconsin
$716K
TFM
1383
TFC Financial Management
Massachusetts
$716K
GLAM
1384
Gardner Lewis Asset Management
Pennsylvania
$715K
AIP
1385
Almanack Investment Partners
Pennsylvania
$713K
LCWP
1386
Legacy Capital Wealth Partners
Arkansas
$713K
APWM
1387
Argonautica Private Wealth Management
Massachusetts
$712K
ALAM
1388
Asahi Life Asset Management
Japan
$712K
CCMG
1389
Clark Capital Management Group
Pennsylvania
$712K
WWM
1390
Wolff Wiese Magana
California
$707K
WFI
1391
West Family Investments
California
$705K
SS
1392
Sunbelt Securities
Texas
$699K
CWM
1393
Connecticut Wealth Management
Connecticut
$698K
CGL
1394
Clarius Group LLC
Washington
$697K
Westfield Capital Management
1395
Westfield Capital Management
Massachusetts
$696K
GBT
1396
Grove Bank & Trust
Florida
$696K
TWM
1397
Trueblood Wealth Management
Ohio
$695K
AF
1398
Advisornet Financial
Minnesota
$691K
EA
1399
Everpar Advisors
Oklahoma
$689K
CCA
1400
Coign Capital Advisors
Utah
$686K