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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
FFA
1476
Fortune Financial Advisors
Kansas
$428K
BCA
1477
Bay Capital Advisors
Virginia
$427K
LRWM
1478
Lord & Richards Wealth Management
Colorado
$425K
LWA
1479
Ledgewood Wealth Advisors
New Hampshire
$425K
CIS
1480
Custom Index Systems
New York
$424K
CBB
1481
Citizens Business Bank
California
$424K
GB
1482
Goepper Burkhardt
South Carolina
$421K
FWCM
1483
Ferguson Wellman Capital Management
Oregon
$419K
CSI
1484
Cross Staff Investments
New York
$419K
LTI
1485
Laffer Tengler Investments
Tennessee
$416K
FWA
1486
FSM Wealth Advisors
Ohio
$416K
YWM
1487
Yukon Wealth Management
Kansas
$415K
VCP
1488
Verus Capital Partners
Arizona
$415K
LJHT
1489
Laurie J. Hall Trustee
$414K
CBA
1490
Coastal Bridge Advisors
Connecticut
$411K
PPWM
1491
Perissos Private Wealth Management
Oklahoma
$410K
CG
1492
Clarus Group
Texas
$409K
NL
1493
Navalign LLC
California
$408K
SN
1494
Sittner & Nelson
Oregon
$407K
SAI
1495
Savvy Advisors Inc
New York
$407K
OF
1496
Optimize Financial
California
$406K
WAOTB
1497
Wealth Advisors of Tampa Bay
Florida
$406K
LCGC
1498
Legacy Capital Group California
California
$403K
FFG
1499
Fiduciary Financial Group
California
$403K
NAMP
1500
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K