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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
1426
44 Wealth Management
Oregon
$551K +$20.8K +42 +4%
SFS
1427
Sharp Financial Services
Pennsylvania
$546K +$13.4K +27 +3%
CC
1428
Callan Capital
California
$545K +$35.2K +71 +7%
ACM
1429
Aspen Capital Management
Idaho
$545K +$545K +1,101 New
MIC
1430
Maxi Investments CY
Cyprus
$545K +$545K +1,100 New
ILI
1431
Invesco LLC (Illinois)
Illinois
$544K -$102K -206 -16%
CP
1432
Clarendon Private
Massachusetts
$544K +$70.8K +143 +15%
IP
1433
Investment Partners
Ohio
$542K -$8.42K -17 -2%
IA
1434
Integrity Alliance
Iowa
$542K +$542K +1,094 New
ZIC
1435
ZWJ Investment Counsel
Georgia
$541K
FP
1436
Financial Perspectives
Minnesota
$540K
FAFN
1437
First Affirmative Financial Network
Colorado
$540K +$52K +105 +11%
FA
1438
Fountainhead AM
New Jersey
$537K +$80.2K +162 +18%
TA
1439
TrueWealth Advisors
Alabama
$534K +$20.8K +42 +4%
RPC
1440
Rossmore Private Capital
Connecticut
$534K -$36.6K -74 -6%
ICP
1441
Interchange Capital Partners
Pennsylvania
$534K +$64.4K +130 +14%
LJAC
1442
L.J. Altfest & Co
New York
$533K -$564K -1,138 -51%
KA
1443
Kovack Advisors
Florida
$532K -$303K -611 -36%
CIM
1444
Contravisory Investment Management
Massachusetts
$532K -$8.92K -18 -2%
MA
1445
MONECO Advisors
Connecticut
$530K -$29.2K -59 -5%
VFA
1446
Voya Financial Advisors
Connecticut
$530K -$145K -294 -21%
BWP
1447
Burling Wealth Partners
Illinois
$527K -$27.2K -55 -5%
SIMG
1448
Sonora Investment Management Group
Arizona
$526K +$18.3K +37 +4%
BFG
1449
Beacon Financial Group
Texas
$525K -$43.1K -87 -8%
NGA
1450
Naples Global Advisors
Florida
$525K