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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
NAMP
1526
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$446K
FFG
1527
Fiduciary Financial Group
California
$445K
NWM
1528
Napa Wealth Management
California
$444K
LSA
1529
Lion Street Advisors
Texas
$444K
VPP
1530
Vertex Planning Partners
Illinois
$444K
VCA
1531
Verdence Capital Advisors
Maryland
$443K
SCP
1532
Sivia Capital Partners
California
$443K
CG
1533
Clarus Group
Texas
$440K
CAM
1534
Creekmur Asset Management
Illinois
$440K
NFG
1535
Nations Financial Group
Iowa
$440K
MAWA
1536
Moss Adams Wealth Advisors
Washington
$438K
BWP
1537
BSW Wealth Partners
Colorado
$435K
GPW
1538
Gentry Private Wealth
Kansas
$434K
FMTC
1539
Farmers & Merchants Trust Company
California
$433K
CCMI
1540
Creative Capital Management Investments
California
$432K
HFS
1541
Howard Financial Services
Texas
$431K
GMA
1542
Glassy Mountain Advisors
Maryland
$430K
SLG
1543
Stanley-Laman Group
Pennsylvania
$430K
RA
1544
Riversedge Advisors
Delaware
$429K
CA
1545
Callahan Advisors
Texas
$427K
MEAC
1546
M.E. Allison & Co
Texas
$426K
HI
1547
Humankind Investments
New York
$425K
LFAS
1548
Level Four Advisory Services
Texas
$425K
WWM
1549
Whalen Wealth Management
Nevada
$424K
BCM
1550
Bayesian Capital Management
New York
$422K