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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
RB
1551
Renasant Bank
Mississippi
$422K
AG
1552
AmeriFlex Group
Nevada
$421K
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$421K
WMA
1554
Wealth Management Associates
New Jersey
$420K
DBRC
1555
D.B. Root & Company
Pennsylvania
$419K
PC
1556
Promus Capital
Illinois
$418K
HIC
1557
Holderness Investments Company
North Carolina
$416K
KA
1558
Klingman & Associates
New York
$416K
DG
1559
DMC Group
Alabama
$415K
GFG
1560
Goldstone Financial Group
Illinois
$415K
AWAU
1561
Alliance Wealth Advisors (Utah)
Utah
$414K
4A
1562
4Wealth Advisors
Illinois
$411K
GIC
1563
Generali Investments CEE
Czech Republic
$411K
VFA
1564
Values First Advisors
Tennessee
$410K
KIA
1565
Kraematon Investment Advisors
Massachusetts
$409K
CP
1566
Canopy Partners
Ohio
$407K
LSA
1567
Lansing Street Advisors
Pennsylvania
$405K
JGGDR
1568
JGP Global Gestao de Recursos
Brazil
$404K
WAS
1569
WESPAC Advisors SoCal
California
$402K
YP
1570
YANKCOM Partnership
South Dakota
$402K
RFW
1571
Rainier Family Wealth
Washington
$400K
FAT
1572
First American Trust
California
$399K
ACM
1573
Advance Capital Management
Michigan
$398K
CCA
1574
Catalyst Capital Advisors
New York
$398K
PMG
1575
ProVise Management Group
Florida
$397K