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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
CSI
1501
Cross Staff Investments
New York
$419K
LTI
1502
Laffer Tengler Investments
Tennessee
$416K
FWA
1503
FSM Wealth Advisors
Ohio
$416K
YWM
1504
Yukon Wealth Management
Kansas
$415K
VCP
1505
Verus Capital Partners
Arizona
$415K
LJHT
1506
Laurie J. Hall Trustee
$414K
CBA
1507
Coastal Bridge Advisors
Connecticut
$411K
PPWM
1508
Perissos Private Wealth Management
Oklahoma
$410K
CG
1509
Clarus Group
Texas
$409K
NL
1510
Navalign LLC
California
$408K
SN
1511
Sittner & Nelson
Oregon
$407K
SAI
1512
Savvy Advisors Inc
New York
$407K
OF
1513
Optimize Financial
California
$406K
WAOTB
1514
Wealth Advisors of Tampa Bay
Florida
$406K
LCGC
1515
Legacy Capital Group California
California
$403K
FFG
1516
Fiduciary Financial Group
California
$403K
NAMP
1517
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K
SCM
1518
SCS Capital Management
Massachusetts
$399K
VPP
1519
Vertex Planning Partners
Illinois
$397K
IFA
1520
Index Fund Advisors
California
$397K
BC
1521
Bridgefront Capital
Texas
$396K
SOS
1522
Silver Oak Securities
Tennessee
$396K
RA
1523
Riversedge Advisors
Delaware
$395K
DG
1524
DMC Group
Alabama
$393K
OCM
1525
One Capital Management
California
$393K