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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
1426
J.M. Forbes & Co
Massachusetts
$555K
CW
1427
Channel Wealth
California
$555K
MA
1428
MJP Associates
Connecticut
$554K
WPW
1429
Warther Private Wealth
Ohio
$553K
4WM
1430
44 Wealth Management
Oregon
$551K
SFS
1431
Sharp Financial Services
Pennsylvania
$546K
CC
1432
Callan Capital
California
$545K
ACM
1433
Aspen Capital Management
Idaho
$545K
MIC
1434
Maxi Investments CY
Cyprus
$545K
ILI
1435
Invesco LLC (Illinois)
Illinois
$544K
CP
1436
Clarendon Private
Massachusetts
$544K
IP
1437
Investment Partners
Ohio
$542K
IA
1438
Integrity Alliance
Iowa
$542K
ZIC
1439
ZWJ Investment Counsel
Georgia
$541K
FP
1440
Financial Perspectives
Minnesota
$540K
FAFN
1441
First Affirmative Financial Network
Colorado
$540K
FA
1442
Fountainhead AM
New Jersey
$537K
TA
1443
TrueWealth Advisors
Alabama
$534K
RPC
1444
Rossmore Private Capital
Connecticut
$534K
ICP
1445
Interchange Capital Partners
Pennsylvania
$534K
LJAC
1446
L.J. Altfest & Co
New York
$533K
KA
1447
Kovack Advisors
Florida
$532K
CIM
1448
Contravisory Investment Management
Massachusetts
$532K
MA
1449
MONECO Advisors
Connecticut
$530K
VFA
1450
Voya Financial Advisors
Connecticut
$530K