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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1501
Bay Capital Advisors
Virginia
$427K -$960 -2 -0.2%
LRWM
1502
Lord & Richards Wealth Management
Colorado
$425K +$110K +229 +32%
LWA
1503
Ledgewood Wealth Advisors
New Hampshire
$425K
CIS
1504
Custom Index Systems
New York
$424K +$172K +359 +61%
CBB
1505
Citizens Business Bank
California
$424K +$455K +948 New
GB
1506
Goepper Burkhardt
South Carolina
$421K
FWCM
1507
Ferguson Wellman Capital Management
Oregon
$419K
CSI
1508
Cross Staff Investments
New York
$419K
LTI
1509
Laffer Tengler Investments
Tennessee
$416K -$93.6K -195 -17%
FWA
1510
FSM Wealth Advisors
Ohio
$416K +$13K +27 +3%
YWM
1511
Yukon Wealth Management
Kansas
$415K +$6.72K +14 +2%
VCP
1512
Verus Capital Partners
Arizona
$415K -$26.4K -55 -6%
LJHT
1513
Laurie J. Hall Trustee
$414K
CBA
1514
Coastal Bridge Advisors
Connecticut
$411K -$74.4K -155 -14%
PPWM
1515
Perissos Private Wealth Management
Oklahoma
$410K
CG
1516
Clarus Group
Texas
$409K -$1.92K -4 -0.4%
NL
1517
Navalign LLC
California
$408K -$39.8K -83 -8%
SN
1518
Sittner & Nelson
Oregon
$407K
SAI
1519
Savvy Advisors Inc
New York
$407K +$70.5K +147 +19%
OF
1520
Optimize Financial
California
$406K +$436K +908 New
WAOTB
1521
Wealth Advisors of Tampa Bay
Florida
$406K +$14.4K +30 +3%
LCGC
1522
Legacy Capital Group California
California
$403K -$4.32K -9 -1%
FFG
1523
Fiduciary Financial Group
California
$403K +$960 +2 +0.2%
NAMP
1524
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K
SCM
1525
SCS Capital Management
Massachusetts
$399K -$106K -220 -20%