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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
GTAM
1526
Global Trust Asset Management
Florida
$392K
PWA
1527
Physician Wealth Advisors
Utah
$391K
RB
1528
Renasant Bank
Mississippi
$390K
OCBCO
1529
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K
NFG
1530
Nations Financial Group
Iowa
$390K
FF
1531
Foronjy Financial
California
$386K
CA
1532
Callahan Advisors
Texas
$386K
FFA
1533
Fragasso Financial Advisors
Pennsylvania
$385K
MEAC
1534
M.E. Allison & Co
Texas
$385K
BCM
1535
Bourgeon Capital Management
Connecticut
$383K
PL
1536
Perpetual Ltd
Australia
$383K
BWP
1537
Burling Wealth Partners
Illinois
$382K
SNB
1538
Security National Bank
Nebraska
$381K
MAWA
1539
Moss Adams Wealth Advisors
Washington
$380K
HIC
1540
Holderness Investments Company
North Carolina
$380K
WMA
1541
Wealth Management Associates
New Jersey
$380K
FMTC
1542
Farmers & Merchants Trust Company
California
$379K
FFA
1543
Founders Financial Alliance
North Carolina
$377K
LSA
1544
Lion Street Advisors
Texas
$374K
A
1545
Argentarii
Ohio
$373K
FC
1546
Fairscale Capital
New Hampshire
$372K
YP
1547
YANKCOM Partnership
South Dakota
$369K
M1FG
1548
Mach-1 Financial Group
Arkansas
$369K
IAS
1549
Integrity Advisory Solutions
Texas
$369K
NHT
1550
New Hampshire Trust
New Hampshire
$367K