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Intuitive Surgical

2,231 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, 1,011 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
2,231
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
AIP
1376
Almanack Investment Partners
Pennsylvania
$713K
LCWP
1377
Legacy Capital Wealth Partners
Arkansas
$713K
APWM
1378
Argonautica Private Wealth Management
Massachusetts
$712K
ALAM
1379
Asahi Life Asset Management
Japan
$712K
CCMG
1380
Clark Capital Management Group
Pennsylvania
$712K
WWM
1381
Wolff Wiese Magana
California
$707K
WFI
1382
West Family Investments
California
$705K
SS
1383
Sunbelt Securities
Texas
$699K
CWM
1384
Connecticut Wealth Management
Connecticut
$698K
CGL
1385
Clarius Group LLC
Washington
$697K
Westfield Capital Management
1386
Westfield Capital Management
Massachusetts
$696K
GBT
1387
Grove Bank & Trust
Florida
$696K
TWM
1388
Trueblood Wealth Management
Ohio
$695K
AF
1389
Advisornet Financial
Minnesota
$691K
EA
1390
Everpar Advisors
Oklahoma
$689K
CCA
1391
Coign Capital Advisors
Utah
$686K
GSEP
1392
Golden State Equity Partners
California
$686K
HWA
1393
HCR Wealth Advisors
California
$683K
NWAG
1394
Net Worth Advisory Group
Utah
$682K
ACG
1395
Allen Capital Group
Nebraska
$682K
FBFS
1396
First Business Financial Services
Wisconsin
$680K
PFG
1397
Prosperity Financial Group
California
$676K
IAG
1398
Investmark Advisory Group
Connecticut
$674K
OAM
1399
Occidental Asset Management
California
$670K
BOS
1400
Bank of Stockton
California
$668K