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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 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

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
OAM
1476
Oxford Asset Management
United Kingdom
$444K
AIA
1477
AIMZ Investment Advisors
California
$443K
MWM
1478
Modern Wealth Management
Kansas
$442K
CB
1479
Centennial Bank
Arkansas
$442K
EPIME
1480
Evelyn Partners Investment Management (Europe)
$441K
VFA
1481
Voya Financial Advisors
Connecticut
$439K
OHWP
1482
Oak Harbor Wealth Partners
North Carolina
$437K
OL
1483
Optas LLC
Texas
$436K
SCM
1484
Schnieders Capital Management
California
$435K
ILI
1485
Invesco LLC (Illinois)
Illinois
$434K
JFGIW
1486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K
MAG
1487
MRA Advisory Group
New Jersey
$433K
PWS
1488
Proactive Wealth Strategies
Georgia
$432K
AW
1489
Avion Wealth
Texas
$431K
KWM
1490
KFG Wealth Management
Indiana
$431K
OL
1491
OneFund LLC
Florida
$430K
RFA
1492
Resurgent Financial Advisors
Georgia
$429K
FFA
1493
Fortune Financial Advisors
Kansas
$428K
BCA
1494
Bay Capital Advisors
Virginia
$427K
LRWM
1495
Lord & Richards Wealth Management
Colorado
$425K
LWA
1496
Ledgewood Wealth Advisors
New Hampshire
$425K
CIS
1497
Custom Index Systems
New York
$424K
CBB
1498
Citizens Business Bank
California
$424K
GB
1499
Goepper Burkhardt
South Carolina
$421K
FWCM
1500
Ferguson Wellman Capital Management
Oregon
$419K