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Intuitive Surgical

2,245 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,024 increasing their positions, 699 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1476
Coastal Bridge Advisors
Connecticut
$583K
NGA
1477
Naples Global Advisors
Florida
$579K
BWA
1478
Bordeaux Wealth Advisors
California
$578K
AIM
1479
Advyzon Investment Management
Illinois
$577K
EWM
1480
Evercore Wealth Management
New York
$576K
MSE
1481
MUFG Securities EMEA
United Kingdom
$575K
LSA
1482
Lion Street Advisors
Texas
$573K
JFG
1483
Jefferies Financial Group
New York
$573K
SG
1484
StoneX Group
New York
$573K
NAS
1485
Nicolet Advisory Services
Wisconsin
$570K
Capital International Investors
1486
Capital International Investors
California
$570K
IIM
1487
Ipswich Investment Management
Massachusetts
$569K
AI
1488
Accredited Investors
Minnesota
$565K
PAM
1489
Palisade Asset Management
Minnesota
$564K
CRI
1490
Colonial River Investments
Virginia
$563K
VWA
1491
Visionary Wealth Advisors
Illinois
$560K
AWM
1492
Atticus Wealth Management
Florida
$560K
SAI
1493
Systematic Alpha Investments
New Jersey
$559K
BMWS
1494
Brady Martz Wealth Solutions
North Dakota
$557K
PNAA
1495
Pictet North America Advisors
Switzerland
$556K
DBRC
1496
D.B. Root & Company
Pennsylvania
$554K
BWP
1497
BlueStem Wealth Partners
Minnesota
$552K
ILI
1498
Invesco LLC (Illinois)
Illinois
$549K
AWE
1499
Avidian Wealth Enterprises
Texas
$549K
4WM
1500
44 Wealth Management
Oregon
$548K