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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
JGGDR
1551
JGP Global Gestao de Recursos
Brazil
$366K
SCP
1552
Sivia Capital Partners
California
$366K
HFS
1553
Howard Financial Services
Texas
$366K
TSWM
1554
Triangle Securities Wealth Management
North Carolina
$363K
PTP
1555
Platform Technology Partners
New York
$363K
EWA
1556
Exencial Wealth Advisors
Oklahoma
$363K
CWM
1557
Cornerstone Wealth Management
Missouri
$363K
AT
1558
Avalon Trust
New Mexico
$362K
FAT
1559
First American Trust
California
$361K
FF
1560
Francis Financial
$361K
PGCM
1561
Prescott Group Capital Management
Oklahoma
$359K
GKFF
1562
George Kaiser Family Foundation
Oklahoma
$359K
WAS
1563
WESPAC Advisors SoCal
California
$358K
PMG
1564
ProVise Management Group
Florida
$358K
ACM
1565
Arcataur Capital Management
Wisconsin
$358K
ACM
1566
Advance Capital Management
Michigan
$358K
AL
1567
Arnhold LLC
New York
$358K
AGP
1568
Autumn Glory Partners
Texas
$357K
FWP
1569
Forefront Wealth Partners
Texas
$357K
GIP
1570
Granite Investment Partners
California
$356K
SIA
1571
Soltis Investment Advisors
Utah
$355K
RF
1572
RHS Financial
California
$354K
VAG
1573
VisionPoint Advisory Group
Texas
$352K
MCWS
1574
McKinley Carter Wealth Services
West Virginia
$350K
AA
1575
Armis Advisers
Georgia
$350K