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Intuitive Surgical

2,245 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,024 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1451
Kapstone Financial Advisors
Ohio
$610K
JMFC
1452
J.M. Forbes & Co
Massachusetts
$609K
CW
1453
Channel Wealth
California
$608K
ACM
1454
Aspen Capital Management
Idaho
$605K
FMN
1455
Financial Management Network
California
$604K
SCM
1456
SCS Capital Management
Massachusetts
$604K
SOS
1457
Silver Oak Securities
Tennessee
$603K
OCM
1458
One Capital Management
California
$603K
PPW
1459
Parcion Private Wealth
Washington
$601K
BHCM
1460
Brevan Howard Capital Management
Jersey
$600K
BFG
1461
Beacon Financial Group
Texas
$597K
WGC
1462
Watts Gwilliam & Co
Arizona
$596K
MLA
1463
My Legacy Advisors
Oregon
$594K
SIMG
1464
Sonora Investment Management Group
Arizona
$594K
KA
1465
Klingman & Associates
New York
$594K
FP
1466
Financial Perspectives
Minnesota
$593K
HA
1467
Huntleigh Advisors
Missouri
$593K
FA
1468
Fountainhead AM
New Jersey
$591K
AC
1469
AlphaCore Capital
California
$591K
IP
1470
Investment Partners
Ohio
$589K
FAG
1471
Fortitude Advisory Group
Washington
$589K
KA
1472
Kovack Advisors
Florida
$587K
TCWM
1473
Total Clarity Wealth Management
Illinois
$586K
HI
1474
Humankind Investments
New York
$585K
BI
1475
BlueSpruce Investments
Illinois
$583K