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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
HGA
1451
Hobbs Group Advisors
South Carolina
$448K
WPW
1452
Warther Private Wealth
Ohio
$447K
RPC
1453
Rossmore Private Capital
Connecticut
$446K
AAM
1454
Alphadyne Asset Management
New York
$446K
VA
1455
Valmark Advisers
Ohio
$445K
GIA
1456
Guyasuta Investment Advisors
Pennsylvania
$444K
II
1457
Impact Investors
California
$444K
FAG
1458
Fortitude Advisory Group
Washington
$444K
OAM
1459
Oxford Asset Management
United Kingdom
$444K
AIA
1460
AIMZ Investment Advisors
California
$443K
MWM
1461
Modern Wealth Management
Kansas
$442K
CB
1462
Centennial Bank
Arkansas
$442K
EPIME
1463
Evelyn Partners Investment Management (Europe)
$441K
VFA
1464
Voya Financial Advisors
Connecticut
$439K
OHWP
1465
Oak Harbor Wealth Partners
North Carolina
$437K
OL
1466
Optas LLC
Texas
$436K
SCM
1467
Schnieders Capital Management
California
$435K
ILI
1468
Invesco LLC (Illinois)
Illinois
$434K
JFGIW
1469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K
MAG
1470
MRA Advisory Group
New Jersey
$433K
PWS
1471
Proactive Wealth Strategies
Georgia
$432K
AW
1472
Avion Wealth
Texas
$431K
KWM
1473
KFG Wealth Management
Indiana
$431K
OL
1474
OneFund LLC
Florida
$430K
RFA
1475
Resurgent Financial Advisors
Georgia
$429K