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Intuitive Surgical

2,245 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,024 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1401
Golden State Equity Partners
California
$686K
HWA
1402
HCR Wealth Advisors
California
$683K
NWAG
1403
Net Worth Advisory Group
Utah
$682K
ACG
1404
Allen Capital Group
Nebraska
$682K
FBFS
1405
First Business Financial Services
Wisconsin
$680K
PFG
1406
Prosperity Financial Group
California
$676K
IAG
1407
Investmark Advisory Group
Connecticut
$674K
OAM
1408
Occidental Asset Management
California
$670K
BOS
1409
Bank of Stockton
California
$668K
BIG
1410
Brookwood Investment Group
Arizona
$666K
CP
1411
Canopy Partners
Ohio
$664K
TC
1412
Trust Company
Kansas
$664K
SA
1413
Sylvest Advisors
Texas
$662K
JSC
1414
Jackson Square Capital
California
$660K
CP
1415
Clarendon Private
Massachusetts
$659K
TPM
1416
Triasima Portfolio Management
Quebec, Canada
$659K
MWM
1417
Modern Wealth Management
Kansas
$653K
HH
1418
HWG Holdings
Texas
$653K
PCI
1419
Planning Center Inc
Illinois
$653K
Koshinski Asset Management
1420
Koshinski Asset Management
Illinois
$653K
BC
1421
Belmont Capital
California
$652K
B
1422
Bailard
California
$651K
KA
1423
Kercheville Advisors
Texas
$649K
GSIAS
1424
Garden State Investment Advisory Services
New Jersey
$647K
YC
1425
Yarbrough Capital
Tennessee
$647K