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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1451
Brady Martz Wealth Solutions
North Dakota
$466K +$8.16K +17 +2%
AWM
1452
Ameliora Wealth Management
Switzerland
$466K +$113K +235 +29%
FFA
1453
First Foundation Advisors
California
$465K +$116K +242 +30%
CIC
1454
Chilton Investment Company
Connecticut
$462K +$141K +293 +40%
CI
1455
Carroll Investors
South Carolina
$462K +$48.5K +101 +11%
BFG
1456
Beacon Financial Group
Texas
$462K -$32.2K -67 -6%
VWA
1457
Visionary Wealth Advisors
Illinois
$461K
KA
1458
Kercheville Advisors
Texas
$461K -$79.2K -165 -14%
SAI
1459
Systematic Alpha Investments
New Jersey
$460K
1W
1460
1776 Wealth
Georgia
$460K -$194K -405 -28%
SHGA
1461
Sand Hill Global Advisors
California
$459K +$493K +1,027 New
SIM
1462
Sentry Investment Management
Wisconsin
$459K -$373K -778 -43%
SA
1463
Sylvest Advisors
Texas
$456K -$96K -200 -16%
EA
1464
Everpar Advisors
Oklahoma
$454K -$120K -251 -20%
PCS
1465
Personal CFO Solutions
New Jersey
$454K +$13.9K +29 +3%
TCWM
1466
Total Clarity Wealth Management
Illinois
$453K -$31.2K -65 -6%
BWP
1467
BlueStem Wealth Partners
Minnesota
$453K -$960 -2 -0.2%
CSIC
1468
Clifford Swan Investment Counsel
California
$451K -$62.9K -131 -12%
AWE
1469
Avidian Wealth Enterprises
Texas
$451K -$960 -2 -0.2%
4WM
1470
44 Wealth Management
Oregon
$450K -$1.44K -3 -0.3%
SWA
1471
SFMG Wealth Advisors
Texas
$450K +$281K +586 +140%
SFO
1472
Stokes Family Office
Louisiana
$449K +$2.4K +5 +0.5%
PCM
1473
Penserra Capital Management
California
$449K +$468K +975 +3,250%
HGA
1474
Hobbs Group Advisors
South Carolina
$448K
WPW
1475
Warther Private Wealth
Ohio
$447K -$3.36K -7 -0.7%