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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
MA
1426
MJP Associates
Connecticut
$627K
ZIC
1427
ZWJ Investment Counsel
Georgia
$625K
MWP
1428
Meriwether Wealth & Planning
Louisiana
$622K
AAS
1429
Ameritas Advisory Services
Nebraska
$622K
DCM
1430
Driehaus Capital Management
Illinois
$622K
CH
1431
Cromwell Holdings
Wyoming
$622K
SPC
1432
Spirepoint Private Client
Florida
$621K
WMWM
1433
Whitaker-Myers Wealth Managers
Ohio
$620K
CSIC
1434
Clifford Swan Investment Counsel
California
$619K
TA
1435
TrueWealth Advisors
Alabama
$618K
ICP
1436
Interchange Capital Partners
Pennsylvania
$618K
IBOK
1437
Independence Bank of Kentucky
Kentucky
$616K
LTI
1438
Laffer Tengler Investments
Tennessee
$611K
AWAU
1439
Alliance Wealth Advisors (Utah)
Utah
$611K
LWM
1440
LJI Wealth Management
Indiana
$610K
KFA
1441
Kapstone Financial Advisors
Ohio
$610K
JMFC
1442
J.M. Forbes & Co
Massachusetts
$609K
CW
1443
Channel Wealth
California
$608K
ACM
1444
Aspen Capital Management
Idaho
$605K
FMN
1445
Financial Management Network
California
$604K
SCM
1446
SCS Capital Management
Massachusetts
$604K
SOS
1447
Silver Oak Securities
Tennessee
$603K
OCM
1448
One Capital Management
California
$603K
PPW
1449
Parcion Private Wealth
Washington
$601K
BHCM
1450
Brevan Howard Capital Management
Jersey
$600K