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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
VPP
1526
Vertex Planning Partners
Illinois
$397K -$14.4K -30 -3%
IFA
1527
Index Fund Advisors
California
$397K -$480 -1 -0.1%
BC
1528
Bridgefront Capital
Texas
$396K -$1.87M -3,902 -82%
SOS
1529
Silver Oak Securities
Tennessee
$396K -$108K -225 -20%
RA
1530
Riversedge Advisors
Delaware
$395K -$23K -48 -5%
DG
1531
DMC Group
Alabama
$393K +$40.8K +85 +11%
OCM
1532
One Capital Management
California
$393K -$111K -231 -21%
GTAM
1533
Global Trust Asset Management
Florida
$392K -$245K -510 -37%
PWA
1534
Physician Wealth Advisors
Utah
$391K +$34.1K +71 +9%
RB
1535
Renasant Bank
Mississippi
$390K +$6.24K +13 +2%
OCBCO
1536
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K +$418K +872 New
NFG
1537
Nations Financial Group
Iowa
$390K -$13.9K -29 -3%
FF
1538
Foronjy Financial
California
$386K
CA
1539
Callahan Advisors
Texas
$386K -$960 -2 -0.2%
FFA
1540
Fragasso Financial Advisors
Pennsylvania
$385K +$1.44K +3 +0.4%
MEAC
1541
M.E. Allison & Co
Texas
$385K
BCM
1542
Bourgeon Capital Management
Connecticut
$383K +$56.1K +117 +16%
PL
1543
Perpetual Ltd
Australia
$383K -$48.6M -101,199 -99%
BWP
1544
Burling Wealth Partners
Illinois
$382K -$18.2K -38 -4%
SNB
1545
Security National Bank
Nebraska
$381K +$301K +627 +279%
MAWA
1546
Moss Adams Wealth Advisors
Washington
$380K -$31.7K -66 -7%
HIC
1547
Holderness Investments Company
North Carolina
$380K -$1.92K -4 -0.5%
WMA
1548
Wealth Management Associates
New Jersey
$380K +$960 +2 +0.2%
FMTC
1549
Farmers & Merchants Trust Company
California
$379K -$41.3K -86 -9%
FFA
1550
Founders Financial Alliance
North Carolina
$377K +$24K +50 +6%