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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
PCI
1376
Planning Center Inc
Illinois
$537K
CM
1377
Castleark Management
Illinois
$537K
SIA
1378
SGL Investment Advisors
Montana
$536K
PWS
1379
Peloton Wealth Strategists
Indiana
$535K
YC
1380
Yarbrough Capital
Tennessee
$532K
AF
1381
Advisornet Financial
Minnesota
$531K
FC
1382
Financial Consulate
Maryland
$529K
AC
1383
AlphaCore Capital
California
$527K
NAS
1384
Nicolet Advisory Services
Wisconsin
$526K
OFP
1385
OLIO Financial Planning
Virginia
$525K
EAM
1386
Empirical Asset Management
Massachusetts
$525K
SG
1387
StoneX Group
New York
$525K
VC
1388
Veery Capital
Delaware
$524K
WANY
1389
Wealthspire Advisors (New York)
New York
$521K
AV
1390
Alamea Verwaltungs
New Jersey
$520K
AIM
1391
Acropolis Investment Management
Missouri
$519K
BIG
1392
Brookwood Investment Group
Arizona
$519K
SFS
1393
Sharp Financial Services
Pennsylvania
$517K
NWAG
1394
Net Worth Advisory Group
Utah
$517K
SGCA
1395
Steel Grove Capital Advisors
Tennessee
$516K
PCM
1396
Polymer Capital Management
New York
$515K
KA
1397
Klingman & Associates
New York
$515K
CH
1398
Cromwell Holdings
Wyoming
$512K
IP
1399
Investment Partners
Ohio
$512K
RA
1400
Rational Advisors
New York
$508K