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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
SW
1501
SMART Wealth
Nebraska
$472K
WPW
1502
Waldron Private Wealth
Pennsylvania
$471K
LWA
1503
Ledgewood Wealth Advisors
New Hampshire
$471K
VWA
1504
Visionary Wealth Advisors
Illinois
$468K
AV
1505
Alamea Verwaltungs
New Jersey
$468K
KWM
1506
KFG Wealth Management
Indiana
$468K
GB
1507
Goepper Burkhardt
South Carolina
$467K
SC
1508
Saiph Capital
New Jersey
$465K
CSI
1509
Cross Staff Investments
New York
$464K
OL
1510
OneFund LLC
Florida
$463K
TA
1511
TFG Advisers
Michigan
$463K
WFI
1512
West Family Investments
California
$461K
BA
1513
Bridgewater Advisors
New York
$459K
DP
1514
Dearborn Partners
Illinois
$459K
LJHT
1515
Laurie J. Hall Trustee
$458K
A
1516
Argentarii
Ohio
$458K
LA
1517
LexAurum Advisors
Kansas
$456K
FWP
1518
FAS Wealth Partners
Kansas
$456K
PWS
1519
Proactive Wealth Strategies
Georgia
$454K
PPWM
1520
Perissos Private Wealth Management
Oklahoma
$454K
AB
1521
Atlas Brown
Kentucky
$453K
SN
1522
Sittner & Nelson
Oregon
$451K
DFG
1523
Delta Financial Group
New Jersey
$450K
YWM
1524
Yukon Wealth Management
Kansas
$447K
FDS
1525
First Dallas Securities
Texas
$446K