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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
EA
1451
Everpar Advisors
Oklahoma
$454K
PCS
1452
Personal CFO Solutions
New Jersey
$454K
TCWM
1453
Total Clarity Wealth Management
Illinois
$453K
BWP
1454
BlueStem Wealth Partners
Minnesota
$453K
CSIC
1455
Clifford Swan Investment Counsel
California
$451K
AWE
1456
Avidian Wealth Enterprises
Texas
$451K
4WM
1457
44 Wealth Management
Oregon
$450K
SWA
1458
SFMG Wealth Advisors
Texas
$450K
SFO
1459
Stokes Family Office
Louisiana
$449K
PCM
1460
Penserra Capital Management
California
$449K
HGA
1461
Hobbs Group Advisors
South Carolina
$448K
WPW
1462
Warther Private Wealth
Ohio
$447K
RPC
1463
Rossmore Private Capital
Connecticut
$446K
AAM
1464
Alphadyne Asset Management
New York
$446K
VA
1465
Valmark Advisers
Ohio
$445K
GIA
1466
Guyasuta Investment Advisors
Pennsylvania
$444K
II
1467
Impact Investors
California
$444K
FAG
1468
Fortitude Advisory Group
Washington
$444K
OAM
1469
Oxford Asset Management
United Kingdom
$444K
AIA
1470
AIMZ Investment Advisors
California
$443K
MWM
1471
Modern Wealth Management
Kansas
$442K
CB
1472
Centennial Bank
Arkansas
$442K
EPIME
1473
Evelyn Partners Investment Management (Europe)
$441K
VFA
1474
Voya Financial Advisors
Connecticut
$439K
OHWP
1475
Oak Harbor Wealth Partners
North Carolina
$437K