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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1401
Wealthspire Advisors (New York)
New York
$521K -$416K -867 -43%
AV
1402
Alamea Verwaltungs
New Jersey
$520K +$97.9K +204 +21%
AIM
1403
Acropolis Investment Management
Missouri
$519K -$12K -25 -3%
BIG
1404
Brookwood Investment Group
Arizona
$519K -$31.2K -65 -5%
SFS
1405
Sharp Financial Services
Pennsylvania
$517K -$120K -250 -18%
NWAG
1406
Net Worth Advisory Group
Utah
$517K -$48.5K -101 -8%
SGCA
1407
Steel Grove Capital Advisors
Tennessee
$516K
PCM
1408
Polymer Capital Management
New York
$515K +$234K +488 +73%
KA
1409
Klingman & Associates
New York
$515K +$27.8K +58 +5%
CH
1410
Cromwell Holdings
Wyoming
$512K
IP
1411
Investment Partners
Ohio
$512K +$28.8K +60 +6%
RA
1412
Rational Advisors
New York
$508K +$510K +1,063 +1,476%
PNAA
1413
Pictet North America Advisors
Switzerland
$507K +$52.8K +110 +11%
JMFC
1414
J.M. Forbes & Co
Massachusetts
$502K +$480 +1 +0.1%
DIA
1415
Dana Investment Advisors
Wisconsin
$500K -$534K -1,113 -50%
DCM
1416
DGS Capital Management
New Jersey
$500K -$97.4K -203 -15%
CW
1417
Channel Wealth
California
$500K
PFM
1418
Premier Fund Managers
United Kingdom
$500K -$9.31M -19,393 -94%
FMN
1419
Financial Management Network
California
$497K -$1.92K -4 -0.4%
ACM
1420
Aspen Capital Management
Idaho
$497K -$1.44K -3 -0.3%
DS
1421
DRW Securities
Illinois
$492K +$528K +1,100 New
MA
1422
Mutual Advisors
Nebraska
$491K -$343K -714 -44%
FCT
1423
Family Capital Trust
Massachusetts
$491K -$1.57M -3,279 -75%
FA
1424
Fountainhead AM
New Jersey
$490K +$3.84K +8 +0.7%
T. Rowe Price Investment Management
1425
T. Rowe Price Investment Management
Maryland
$490K +$127K +265 +32%

ISRG Hedge Fund Activity: Q3 2025 in Review

2,110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q3 2025, worth a combined $130B — down 22% from $168B a quarter earlier.

Sellers outnumbered buyers: 266 funds closed out of ISRG and 147 opened new positions — a net loss of 119 holders — while 811 trimmed existing stakes and 848 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $666M. The largest seller was JP Morgan Chase, cutting an estimated $2B.

  • 2,110 institutional investors held Intuitive Surgical (ISRG) as of Q3 2025, down from 2,265 in Q2 2025.
  • Funds reported $130B of Intuitive Surgical stock for Q3 2025, down 22% quarter-over-quarter.
  • 147 funds opened new Intuitive Surgical positions in Q3 2025 and 266 closed out, a net change of -119 holders.
  • The largest Intuitive Surgical buyer in Q3 2025 was D.E. Shaw & Co, an estimated $666M added.
  • The largest Intuitive Surgical seller in Q3 2025 was JP Morgan Chase, an estimated $2B sold.

Based on aggregated 13F filings for Q3 2025.