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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIA
1401
Cornell Pochily Investment Advisors
New York
$589K +$11.9K +24 +2%
CBA
1402
Coastal Bridge Advisors
Connecticut
$588K +$588K +1,187 New
VC
1403
Veery Capital
Delaware
$587K
IP
1404
Ignite Planners
California
$586K -$24.8K -48 -4%
EW
1405
Evoke Wealth
California
$586K +$47.5K +96 +9%
CF
1406
Claris Financial
Virginia
$585K
OFP
1407
OLIO Financial Planning
Virginia
$582K +$582K +1,175 New
LWM
1408
LJI Wealth Management
Indiana
$582K +$6.93K +14 +1%
CWM
1409
Connecticut Wealth Management
Connecticut
$579K +$57.9K +117 +11%
AA
1410
Apriem Advisors
California
$578K
MC
1411
Moors & Cabot
Massachusetts
$578K -$44.1K -89 -7%
VNIM
1412
Vaughan Nelson Investment Management
Texas
$572K -$446K -900 -44%
APP
1413
Avantax Planning Partners
Iowa
$571K +$50K +101 +10%
CH
1414
Cromwell Holdings
Wyoming
$567K
SPC
1415
Spirepoint Private Client
Florida
$566K
RF
1416
RHS Financial
California
$565K
AIM
1417
Advyzon Investment Management
Illinois
$561K +$561K +1,134 New
NL
1418
Navalign LLC
California
$560K -$9.41K -19 -2%
NAS
1419
Nicolet Advisory Services
Wisconsin
$560K +$36.7K +75 +7%
Koshinski Asset Management
1420
Koshinski Asset Management
Illinois
$556K +$43.6K +686 +9%
KFA
1421
Kapstone Financial Advisors
Ohio
$556K
JMFC
1422
J.M. Forbes & Co
Massachusetts
$555K -$412K -832 -43%
CW
1423
Channel Wealth
California
$555K -$16.3K -33 -3%
MA
1424
MJP Associates
Connecticut
$554K +$31.7K +64 +6%
WPW
1425
Warther Private Wealth
Ohio
$553K +$9.91K +20 +2%