ISRG icon

Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
BFG
1451
Beacon Financial Group
Texas
$597K
WGC
1452
Watts Gwilliam & Co
Arizona
$596K
MLA
1453
My Legacy Advisors
Oregon
$594K
SIMG
1454
Sonora Investment Management Group
Arizona
$594K
KA
1455
Klingman & Associates
New York
$594K
FP
1456
Financial Perspectives
Minnesota
$593K
HA
1457
Huntleigh Advisors
Missouri
$593K
FA
1458
Fountainhead AM
New Jersey
$591K
AC
1459
AlphaCore Capital
California
$591K
IP
1460
Investment Partners
Ohio
$589K
FAG
1461
Fortitude Advisory Group
Washington
$589K
KA
1462
Kovack Advisors
Florida
$587K
TCWM
1463
Total Clarity Wealth Management
Illinois
$586K
HI
1464
Humankind Investments
New York
$585K
BI
1465
BlueSpruce Investments
Illinois
$583K
CBA
1466
Coastal Bridge Advisors
Connecticut
$583K
NGA
1467
Naples Global Advisors
Florida
$579K
BWA
1468
Bordeaux Wealth Advisors
California
$578K
AIM
1469
Advyzon Investment Management
Illinois
$577K
EWM
1470
Evercore Wealth Management
New York
$576K
MSE
1471
MUFG Securities EMEA
United Kingdom
$575K
LSA
1472
Lion Street Advisors
Texas
$573K
JFG
1473
Jefferies Financial Group
New York
$573K
SG
1474
StoneX Group
New York
$573K
NAS
1475
Nicolet Advisory Services
Wisconsin
$570K