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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1451
Burling Wealth Partners
Illinois
$527K
SIMG
1452
Sonora Investment Management Group
Arizona
$526K
BFG
1453
Beacon Financial Group
Texas
$525K
NGA
1454
Naples Global Advisors
Florida
$525K
EWM
1455
Evercore Wealth Management
New York
$524K
CF
1456
Cantor Fitzgerald
New York
$523K
CMS
1457
Capital Market Strategies
Florida
$522K
BWA
1458
Bordeaux Wealth Advisors
California
$522K
GSIAS
1459
Garden State Investment Advisory Services
New Jersey
$521K
SCM
1460
SCS Capital Management
Massachusetts
$521K
PNAA
1461
Pictet North America Advisors
Switzerland
$520K
IIM
1462
Ipswich Investment Management
Massachusetts
$519K
FWCM
1463
Ferguson Wellman Capital Management
Oregon
$517K
SPA
1464
Sherbrooke Park Advisers
New York
$516K
JWM
1465
Jackson Wealth Management
Florida
$515K
BCA
1466
Bay Capital Advisors
Virginia
$515K
AI
1467
Accredited Investors
Minnesota
$515K
PAM
1468
Palisade Asset Management
Minnesota
$514K
FMN
1469
Financial Management Network
California
$513K
BMWS
1470
Brady Martz Wealth Solutions
North Dakota
$511K
BC
1471
Bridgefront Capital
Texas
$511K
SAI
1472
Systematic Alpha Investments
New Jersey
$510K
CWM
1473
Centurion Wealth Management
Virginia
$509K
FAG
1474
Fortitude Advisory Group
Washington
$509K
MWP
1475
Meriwether Wealth & Planning
Louisiana
$507K