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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
SMF
1551
Scott Marsh Financial
Utah
$487K
LJAC
1552
L.J. Altfest & Co
New York
$485K
BWP
1553
Burling Wealth Partners
Illinois
$485K
TBWA
1554
Three Bridge Wealth Advisors
California
$485K
FFG
1555
Fiduciary Financial Group
California
$484K
FWA
1556
FSM Wealth Advisors
Ohio
$483K
IFA
1557
Index Fund Advisors
California
$483K
LA
1558
LexAurum Advisors
Kansas
$480K
HFS
1559
Howard Financial Services
Texas
$480K
BWP
1560
BSW Wealth Partners
Colorado
$479K
LAM
1561
LECAP Asset Management
United Kingdom
$478K
WAOTB
1562
Wealth Advisors of Tampa Bay
Florida
$477K
SAM
1563
Secure Asset Management
Michigan
$475K
RBC
1564
Romano Brothers & Co
Illinois
$475K
CCMI
1565
Creative Capital Management Investments
California
$474K
MC
1566
Martin Currie
United Kingdom
$474K
BA
1567
Bridgewater Advisors
New York
$473K
DA
1568
Drake & Associates
Wisconsin
$473K
GPW
1569
Gentry Private Wealth
Kansas
$472K
FAIM
1570
Financial Advocates Investment Management
Washington
$470K
CA
1571
Callahan Advisors
Texas
$470K
FF
1572
Foronjy Financial
California
$469K
MEAC
1573
M.E. Allison & Co
Texas
$467K
RB
1574
Renasant Bank
Mississippi
$467K
Financial Engines Advisors
1575
Financial Engines Advisors
California
$466K