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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
1476
Galvin Gaustad & Stein
Arizona
$505K
VCP
1477
Verus Capital Partners
Arizona
$503K
MWM
1478
Modern Wealth Management
Kansas
$502K
AW
1479
Avion Wealth
Texas
$502K
BWP
1480
BlueStem Wealth Partners
Minnesota
$500K
TCM
1481
Tufton Capital Management
Maryland
$497K
HGA
1482
Hobbs Group Advisors
South Carolina
$496K
CI
1483
Clal Insurance
Israel
$495K
SFO
1484
Stokes Family Office
Louisiana
$494K
HA
1485
Huntleigh Advisors
Missouri
$493K
SCP
1486
Stamos Capital Partners
California
$492K
AI
1487
AXS Investments
New York
$491K
GIA
1488
Guyasuta Investment Advisors
Pennsylvania
$490K
AIA
1489
AIMZ Investment Advisors
California
$490K
AWE
1490
Avidian Wealth Enterprises
Texas
$489K
EPIME
1491
Evelyn Partners Investment Management (Europe)
$489K
AIM
1492
Acropolis Investment Management
Missouri
$488K
VA
1493
Valmark Advisers
Ohio
$486K
EDRH
1494
Edmond de Rothschild Holding
Switzerland
$485K
TSWM
1495
Triangle Securities Wealth Management
North Carolina
$485K
GTAM
1496
Global Trust Asset Management
Florida
$477K
SG
1497
StoneX Group
New York
$476K
AIM
1498
Anchor Investment Management
South Carolina
$474K
SSWM
1499
Strait & Sound Wealth Management
California
$474K
IBOK
1500
Independence Bank of Kentucky
Kentucky
$472K