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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
BI
1426
BlueSpruce Investments
Illinois
$480K
ZIC
1427
ZWJ Investment Counsel
Georgia
$479K
CWM
1428
Centurion Wealth Management
Virginia
$477K
NGA
1429
Naples Global Advisors
Florida
$477K
PPW
1430
Parcion Private Wealth
Washington
$476K
AI
1431
Accredited Investors
Minnesota
$474K
EWM
1432
Evercore Wealth Management
New York
$474K
EDRH
1433
Edmond de Rothschild Holding
Switzerland
$471K
LWM
1434
LJI Wealth Management
Indiana
$471K
IIM
1435
Ipswich Investment Management
Massachusetts
$469K
CIA
1436
Cladis Investment Advisory
Montana
$467K
PAM
1437
Palisade Asset Management
Minnesota
$466K
BMWS
1438
Brady Martz Wealth Solutions
North Dakota
$466K
AWM
1439
Ameliora Wealth Management
Switzerland
$466K
FFA
1440
First Foundation Advisors
California
$465K
CIC
1441
Chilton Investment Company
Connecticut
$462K
CI
1442
Carroll Investors
South Carolina
$462K
BFG
1443
Beacon Financial Group
Texas
$462K
VWA
1444
Visionary Wealth Advisors
Illinois
$461K
KA
1445
Kercheville Advisors
Texas
$461K
SAI
1446
Systematic Alpha Investments
New Jersey
$460K
1W
1447
1776 Wealth
Georgia
$460K
SHGA
1448
Sand Hill Global Advisors
California
$459K
SIM
1449
Sentry Investment Management
Wisconsin
$459K
SA
1450
Sylvest Advisors
Texas
$456K