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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
BIG
1401
Brookwood Investment Group
Arizona
$666K
CP
1402
Canopy Partners
Ohio
$664K
TC
1403
Trust Company
Kansas
$664K
SA
1404
Sylvest Advisors
Texas
$662K
JSC
1405
Jackson Square Capital
California
$660K
CP
1406
Clarendon Private
Massachusetts
$659K
TPM
1407
Triasima Portfolio Management
Quebec, Canada
$659K
MWM
1408
Modern Wealth Management
Kansas
$658K
HH
1409
HWG Holdings
Texas
$653K
PCI
1410
Planning Center Inc
Illinois
$653K
Koshinski Asset Management
1411
Koshinski Asset Management
Illinois
$653K
BC
1412
Belmont Capital
California
$652K
B
1413
Bailard
California
$651K
KA
1414
Kercheville Advisors
Texas
$649K
GSIAS
1415
Garden State Investment Advisory Services
New Jersey
$647K
YC
1416
Yarbrough Capital
Tennessee
$647K
GCM
1417
Genus Capital Management
British Columbia, Canada
$642K
GFG
1418
Goldstone Financial Group
Illinois
$641K
IP
1419
Ignite Planners
California
$639K
OFP
1420
OLIO Financial Planning
Virginia
$639K
VWM
1421
Vigilare Wealth Management
Arizona
$638K
VC
1422
Veery Capital
Delaware
$636K
AA
1423
Apriem Advisors
California
$635K
EDRH
1424
Edmond de Rothschild Holding
Switzerland
$634K
CF
1425
Claris Financial
Virginia
$628K