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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
SIMG
1426
Sonora Investment Management Group
Arizona
$486K
GIM
1427
Goelzer Investment Management
Indiana
$485K
NF
1428
Nikulski Financial
Iowa
$483K
AA
1429
Apriem Advisors
California
$482K
RBC
1430
Romano Brothers & Co
Illinois
$482K
B
1431
Bailard
California
$480K
BI
1432
BlueSpruce Investments
Illinois
$480K
ZIC
1433
ZWJ Investment Counsel
Georgia
$479K
CWM
1434
Centurion Wealth Management
Virginia
$477K
NGA
1435
Naples Global Advisors
Florida
$477K
PPW
1436
Parcion Private Wealth
Washington
$476K
AI
1437
Accredited Investors
Minnesota
$474K
EWM
1438
Evercore Wealth Management
New York
$474K
EDRH
1439
Edmond de Rothschild Holding
Switzerland
$471K
LWM
1440
LJI Wealth Management
Indiana
$471K
IIM
1441
Ipswich Investment Management
Massachusetts
$469K
CIA
1442
Cladis Investment Advisory
Montana
$467K
PAM
1443
Palisade Asset Management
Minnesota
$466K
BMWS
1444
Brady Martz Wealth Solutions
North Dakota
$466K
AWM
1445
Ameliora Wealth Management
Switzerland
$466K
FFA
1446
First Foundation Advisors
California
$465K
CIC
1447
Chilton Investment Company
Connecticut
$462K
CI
1448
Carroll Investors
South Carolina
$462K
BFG
1449
Beacon Financial Group
Texas
$462K
VWA
1450
Visionary Wealth Advisors
Illinois
$461K