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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1426
WrapManager Inc
California
$488K -$211K -440 -29%
FP
1427
Financial Perspectives
Minnesota
$488K
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$487K +$64.8K +135 +14%
DWM
1429
Drive Wealth Management
Utah
$487K -$168K -350 -24%
BAM
1430
Blueshift Asset Management
New Jersey
$487K +$523K +1,089 New
ACG
1431
Allen Capital Group
Nebraska
$487K -$80.1K -167 -13%
RFW
1432
Rainier Family Wealth
Washington
$486K +$120K +250 +30%
SIMG
1433
Sonora Investment Management Group
Arizona
$486K -$3.36K -7 -0.6%
GIM
1434
Goelzer Investment Management
Indiana
$485K -$1.88M -3,910 -78%
NF
1435
Nikulski Financial
Iowa
$483K +$519K +1,081 New
AA
1436
Apriem Advisors
California
$482K -$43.2K -90 -8%
RBC
1437
Romano Brothers & Co
Illinois
$482K +$97.4K +203 +23%
B
1438
Bailard
California
$480K -$60K -125 -10%
BI
1439
BlueSpruce Investments
Illinois
$480K
ZIC
1440
ZWJ Investment Counsel
Georgia
$479K -$37.9K -79 -7%
CWM
1441
Centurion Wealth Management
Virginia
$477K +$45.6K +95 +10%
NGA
1442
Naples Global Advisors
Florida
$477K
PPW
1443
Parcion Private Wealth
Washington
$476K -$19.7K -41 -4%
AI
1444
Accredited Investors
Minnesota
$474K +$10.1K +21 +2%
EWM
1445
Evercore Wealth Management
New York
$474K
EDRH
1446
Edmond de Rothschild Holding
Switzerland
$471K -$54.2K -113 -10%
LWM
1447
LJI Wealth Management
Indiana
$471K -$32.6K -68 -6%
IIM
1448
Ipswich Investment Management
Massachusetts
$469K
CIA
1449
Cladis Investment Advisory
Montana
$467K +$501K +1,045 New
PAM
1450
Palisade Asset Management
Minnesota
$466K +$2.4K +5 +0.5%