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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
GIA
1501
Guyasuta Investment Advisors
Pennsylvania
$540K
AIA
1502
AIMZ Investment Advisors
California
$538K
VA
1503
Valmark Advisers
Ohio
$537K
EPIME
1504
Evelyn Partners Investment Management (Europe)
$536K
PCS
1505
Personal CFO Solutions
New Jersey
$536K
AW
1506
Avion Wealth
Texas
$534K
VCP
1507
Verus Capital Partners
Arizona
$534K
RF
1508
RHS Financial
California
$533K
AIM
1509
Acropolis Investment Management
Missouri
$533K
TSWM
1510
Triangle Securities Wealth Management
North Carolina
$533K
RPC
1511
Rossmore Private Capital
Connecticut
$531K
LFAS
1512
Level Four Advisory Services
Texas
$530K
SCM
1513
Schnieders Capital Management
California
$529K
CWM
1514
Centurion Wealth Management
Virginia
$528K
AWM
1515
Ariadne Wealth Management
California
$528K
PWS
1516
Proactive Wealth Strategies
Georgia
$525K
CMS
1517
Capital Market Strategies
Florida
$524K
VCM
1518
Versant Capital Management
Arizona
$522K
AV
1519
Alamea Verwaltungs
New Jersey
$521K
PSP
1520
Principal Street Partners
Tennessee
$521K
BCA
1521
Bay Capital Advisors
Virginia
$520K
PFBT
1522
Parkside Financial Bank & Trust
Missouri
$519K
KWM
1523
KFG Wealth Management
Indiana
$519K
LWA
1524
Ledgewood Wealth Advisors
New Hampshire
$516K
SGCA
1525
Steel Grove Capital Advisors
Tennessee
$516K