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Intuitive Surgical

2,085 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, 836 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
2,085
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
OL
1476
Optas LLC
Texas
$436K
SCM
1477
Schnieders Capital Management
California
$435K
ILI
1478
Invesco LLC (Illinois)
Illinois
$434K
JFGIW
1479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K
MAG
1480
MRA Advisory Group
New Jersey
$433K
PWS
1481
Proactive Wealth Strategies
Georgia
$432K
AW
1482
Avion Wealth
Texas
$431K
KWM
1483
KFG Wealth Management
Indiana
$431K
OL
1484
OneFund LLC
Florida
$430K
RFA
1485
Resurgent Financial Advisors
Georgia
$429K
FFA
1486
Fortune Financial Advisors
Kansas
$428K
BCA
1487
Bay Capital Advisors
Virginia
$427K
LRWM
1488
Lord & Richards Wealth Management
Colorado
$425K
LWA
1489
Ledgewood Wealth Advisors
New Hampshire
$425K
CIS
1490
Custom Index Systems
New York
$424K
CBB
1491
Citizens Business Bank
California
$424K
GB
1492
Goepper Burkhardt
South Carolina
$421K
FWCM
1493
Ferguson Wellman Capital Management
Oregon
$419K
CSI
1494
Cross Staff Investments
New York
$419K
LTI
1495
Laffer Tengler Investments
Tennessee
$416K
FWA
1496
FSM Wealth Advisors
Ohio
$416K
YWM
1497
Yukon Wealth Management
Kansas
$415K
VCP
1498
Verus Capital Partners
Arizona
$415K
LJHT
1499
Laurie J. Hall Trustee
$414K
CBA
1500
Coastal Bridge Advisors
Connecticut
$411K