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Intuitive Surgical

2,245 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, 1,024 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
GCM
1426
Genus Capital Management
British Columbia, Canada
$642K
GFG
1427
Goldstone Financial Group
Illinois
$641K
IP
1428
Ignite Planners
California
$639K
OFP
1429
OLIO Financial Planning
Virginia
$639K
VWM
1430
Vigilare Wealth Management
Arizona
$638K
VC
1431
Veery Capital
Delaware
$636K
AA
1432
Apriem Advisors
California
$635K
EDRH
1433
Edmond de Rothschild Holding
Switzerland
$634K
FAFN
1434
First Affirmative Financial Network
Colorado
$631K
CF
1435
Claris Financial
Virginia
$628K
MA
1436
MJP Associates
Connecticut
$627K
ZIC
1437
ZWJ Investment Counsel
Georgia
$625K
MWP
1438
Meriwether Wealth & Planning
Louisiana
$622K
AAS
1439
Ameritas Advisory Services
Nebraska
$622K
DCM
1440
Driehaus Capital Management
Illinois
$622K
CH
1441
Cromwell Holdings
Wyoming
$622K
SPC
1442
Spirepoint Private Client
Florida
$621K
WMWM
1443
Whitaker-Myers Wealth Managers
Ohio
$620K
CSIC
1444
Clifford Swan Investment Counsel
California
$619K
TA
1445
TrueWealth Advisors
Alabama
$618K
ICP
1446
Interchange Capital Partners
Pennsylvania
$618K
IBOK
1447
Independence Bank of Kentucky
Kentucky
$616K
LTI
1448
Laffer Tengler Investments
Tennessee
$611K
AWAU
1449
Alliance Wealth Advisors (Utah)
Utah
$611K
LWM
1450
LJI Wealth Management
Indiana
$610K