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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 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

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
KA
1451
Kercheville Advisors
Texas
$461K
SAI
1452
Systematic Alpha Investments
New Jersey
$460K
1W
1453
1776 Wealth
Georgia
$460K
SHGA
1454
Sand Hill Global Advisors
California
$459K
SIM
1455
Sentry Investment Management
Wisconsin
$459K
SA
1456
Sylvest Advisors
Texas
$456K
EA
1457
Everpar Advisors
Oklahoma
$454K
PCS
1458
Personal CFO Solutions
New Jersey
$454K
TCWM
1459
Total Clarity Wealth Management
Illinois
$453K
BWP
1460
BlueStem Wealth Partners
Minnesota
$453K
CSIC
1461
Clifford Swan Investment Counsel
California
$451K
AWE
1462
Avidian Wealth Enterprises
Texas
$451K
4WM
1463
44 Wealth Management
Oregon
$450K
SWA
1464
SFMG Wealth Advisors
Texas
$450K
SFO
1465
Stokes Family Office
Louisiana
$449K
PCM
1466
Penserra Capital Management
California
$449K
HGA
1467
Hobbs Group Advisors
South Carolina
$448K
WPW
1468
Warther Private Wealth
Ohio
$447K
RPC
1469
Rossmore Private Capital
Connecticut
$446K
AAM
1470
Alphadyne Asset Management
New York
$446K
VA
1471
Valmark Advisers
Ohio
$445K
LI
1472
LifeWealth Investments
Florida
$445K
GIA
1473
Guyasuta Investment Advisors
Pennsylvania
$444K
II
1474
Impact Investors
California
$444K
FAG
1475
Fortitude Advisory Group
Washington
$444K