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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
FA
1401
Fountainhead AM
New Jersey
$490K
T. Rowe Price Investment Management
1402
T. Rowe Price Investment Management
Maryland
$490K
WI
1403
WrapManager Inc
California
$488K
FP
1404
Financial Perspectives
Minnesota
$488K
PFBT
1405
Parkside Financial Bank & Trust
Missouri
$487K
DWM
1406
Drive Wealth Management
Utah
$487K
BAM
1407
Blueshift Asset Management
New Jersey
$487K
ACG
1408
Allen Capital Group
Nebraska
$487K
RFW
1409
Rainier Family Wealth
Washington
$486K
SIMG
1410
Sonora Investment Management Group
Arizona
$486K
GIM
1411
Goelzer Investment Management
Indiana
$485K
NF
1412
Nikulski Financial
Iowa
$483K
AA
1413
Apriem Advisors
California
$482K
RBC
1414
Romano Brothers & Co
Illinois
$482K
B
1415
Bailard
California
$480K
BI
1416
BlueSpruce Investments
Illinois
$480K
ZIC
1417
ZWJ Investment Counsel
Georgia
$479K
CWM
1418
Centurion Wealth Management
Virginia
$477K
NGA
1419
Naples Global Advisors
Florida
$477K
PPW
1420
Parcion Private Wealth
Washington
$476K
AI
1421
Accredited Investors
Minnesota
$474K
EWM
1422
Evercore Wealth Management
New York
$474K
EDRH
1423
Edmond de Rothschild Holding
Switzerland
$471K
LWM
1424
LJI Wealth Management
Indiana
$471K
IIM
1425
Ipswich Investment Management
Massachusetts
$469K