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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1376
Trust Company
Kansas
$542K
BA
1377
Bridgewater Advisors
New York
$542K
PTC
1378
Private Trust Company
Ohio
$538K
MWP
1379
Meriwether Wealth & Planning
Louisiana
$538K
LFAS
1380
Level Four Advisory Services
Texas
$538K
PCI
1381
Planning Center Inc
Illinois
$537K
CM
1382
Castleark Management
Illinois
$537K
SIA
1383
SGL Investment Advisors
Montana
$536K
PWS
1384
Peloton Wealth Strategists
Indiana
$535K
YC
1385
Yarbrough Capital
Tennessee
$532K
AF
1386
Advisornet Financial
Minnesota
$531K
FC
1387
Financial Consulate
Maryland
$529K
AC
1388
AlphaCore Capital
California
$527K
NAS
1389
Nicolet Advisory Services
Wisconsin
$526K
OFP
1390
OLIO Financial Planning
Virginia
$525K
EAM
1391
Empirical Asset Management
Massachusetts
$525K
SG
1392
StoneX Group
New York
$525K
VC
1393
Veery Capital
Delaware
$524K
WANY
1394
Wealthspire Advisors (New York)
New York
$521K
AV
1395
Alamea Verwaltungs
New Jersey
$520K
AIM
1396
Acropolis Investment Management
Missouri
$519K
BIG
1397
Brookwood Investment Group
Arizona
$519K
SFS
1398
Sharp Financial Services
Pennsylvania
$517K
NWAG
1399
Net Worth Advisory Group
Utah
$517K
SGCA
1400
Steel Grove Capital Advisors
Tennessee
$516K