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Intuitive Surgical

2,244 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, 1,023 increasing their positions, 699 reducing their positions, and 111 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:

1.2% more ownership

Funds ownership: 83.13%84.33% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
CMS
1526
Capital Market Strategies
Florida
$524K
VCM
1527
Versant Capital Management
Arizona
$522K
AV
1528
Alamea Verwaltungs
New Jersey
$521K
PSP
1529
Principal Street Partners
Tennessee
$521K
BCA
1530
Bay Capital Advisors
Virginia
$520K
PFBT
1531
Parkside Financial Bank & Trust
Missouri
$519K
KWM
1532
KFG Wealth Management
Indiana
$519K
LWA
1533
Ledgewood Wealth Advisors
New Hampshire
$516K
SGCA
1534
Steel Grove Capital Advisors
Tennessee
$516K
GB
1535
Goepper Burkhardt
South Carolina
$512K
DP
1536
Dearborn Partners
Illinois
$510K
FWCM
1537
Ferguson Wellman Capital Management
Oregon
$509K
CSI
1538
Cross Staff Investments
New York
$509K
FMTC
1539
Farmers & Merchants Trust Company
California
$508K
RA
1540
Riversedge Advisors
Delaware
$506K
CI
1541
Carroll Investors
South Carolina
$506K
OL
1542
OneFund LLC
Florida
$505K
SCP
1543
Sivia Capital Partners
California
$504K
MAG
1544
MRA Advisory Group
New Jersey
$504K
LJHT
1545
Laurie J. Hall Trustee
$503K
SAM
1546
S.A. Mason
Michigan
$503K
CG
1547
Clarus Group
Texas
$499K
VPP
1548
Vertex Planning Partners
Illinois
$498K
WN
1549
Williams & Novak
California
$498K
PPWM
1550
Perissos Private Wealth Management
Oklahoma
$498K