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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1426
Cladis Investment Advisory
Montana
$467K
PAM
1427
Palisade Asset Management
Minnesota
$466K
BMWS
1428
Brady Martz Wealth Solutions
North Dakota
$466K
AWM
1429
Ameliora Wealth Management
Switzerland
$466K
FFA
1430
First Foundation Advisors
California
$465K
CIC
1431
Chilton Investment Company
Connecticut
$462K
CI
1432
Carroll Investors
South Carolina
$462K
BFG
1433
Beacon Financial Group
Texas
$462K
VWA
1434
Visionary Wealth Advisors
Illinois
$461K
KA
1435
Kercheville Advisors
Texas
$461K
SAI
1436
Systematic Alpha Investments
New Jersey
$460K
1W
1437
1776 Wealth
Georgia
$460K
SHGA
1438
Sand Hill Global Advisors
California
$459K
SIM
1439
Sentry Investment Management
Wisconsin
$459K
SA
1440
Sylvest Advisors
Texas
$456K
EA
1441
Everpar Advisors
Oklahoma
$454K
PCS
1442
Personal CFO Solutions
New Jersey
$454K
TCWM
1443
Total Clarity Wealth Management
Illinois
$453K
BWP
1444
BlueStem Wealth Partners
Minnesota
$453K
CSIC
1445
Clifford Swan Investment Counsel
California
$451K
AWE
1446
Avidian Wealth Enterprises
Texas
$451K
4WM
1447
44 Wealth Management
Oregon
$450K
SWA
1448
SFMG Wealth Advisors
Texas
$450K
SFO
1449
Stokes Family Office
Louisiana
$449K
PCM
1450
Penserra Capital Management
California
$449K