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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1401
Versant Capital Management
Arizona
$590K
CA
1402
Claro Advisors
Massachusetts
$590K
YC
1403
Yarbrough Capital
Tennessee
$589K
HWA
1404
HCR Wealth Advisors
California
$589K
CPIA
1405
Cornell Pochily Investment Advisors
New York
$589K
CBA
1406
Coastal Bridge Advisors
Connecticut
$588K
VC
1407
Veery Capital
Delaware
$587K
IP
1408
Ignite Planners
California
$586K
EW
1409
Evoke Wealth
California
$586K
CF
1410
Claris Financial
Virginia
$585K
OFP
1411
OLIO Financial Planning
Virginia
$582K
LWM
1412
LJI Wealth Management
Indiana
$582K
CWM
1413
Connecticut Wealth Management
Connecticut
$579K
AA
1414
Apriem Advisors
California
$578K
MC
1415
Moors & Cabot
Massachusetts
$578K
VNIM
1416
Vaughan Nelson Investment Management
Texas
$572K
APP
1417
Avantax Planning Partners
Iowa
$571K
CH
1418
Cromwell Holdings
Wyoming
$567K
SPC
1419
Spirepoint Private Client
Florida
$566K
RF
1420
RHS Financial
California
$565K
AIM
1421
Advyzon Investment Management
Illinois
$561K
NL
1422
Navalign LLC
California
$560K
NAS
1423
Nicolet Advisory Services
Wisconsin
$560K
Koshinski Asset Management
1424
Koshinski Asset Management
Illinois
$556K
KFA
1425
Kapstone Financial Advisors
Ohio
$556K