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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
PPWM
1501
Perissos Private Wealth Management
Oklahoma
$410K
CG
1502
Clarus Group
Texas
$409K
NL
1503
Navalign LLC
California
$408K
SN
1504
Sittner & Nelson
Oregon
$407K
SAI
1505
Savvy Advisors Inc
New York
$407K
OF
1506
Optimize Financial
California
$406K
WAOTB
1507
Wealth Advisors of Tampa Bay
Florida
$406K
LCGC
1508
Legacy Capital Group California
California
$403K
FFG
1509
Fiduciary Financial Group
California
$403K
NAMP
1510
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K
SCM
1511
SCS Capital Management
Massachusetts
$399K
VPP
1512
Vertex Planning Partners
Illinois
$397K
IFA
1513
Index Fund Advisors
California
$397K
BC
1514
Bridgefront Capital
Texas
$396K
SOS
1515
Silver Oak Securities
Tennessee
$396K
RA
1516
Riversedge Advisors
Delaware
$395K
DG
1517
DMC Group
Alabama
$393K
OCM
1518
One Capital Management
California
$393K
GTAM
1519
Global Trust Asset Management
Florida
$392K
PWA
1520
Physician Wealth Advisors
Utah
$391K
RB
1521
Renasant Bank
Mississippi
$390K
OCBCO
1522
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K
NFG
1523
Nations Financial Group
Iowa
$390K
FF
1524
Foronjy Financial
California
$386K
CA
1525
Callahan Advisors
Texas
$386K