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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
LSA
1551
Lion Street Advisors
Texas
$374K -$9.6K -20 -2%
A
1552
Argentarii
Ohio
$373K -$37.4K -78 -9%
FC
1553
Fairscale Capital
New Hampshire
$372K
YP
1554
YANKCOM Partnership
South Dakota
$369K -$480 -1 -0.1%
IAS
1555
Integrity Advisory Solutions
Texas
$369K +$396K +826 New
M1FG
1556
Mach-1 Financial Group
Arkansas
$369K +$396K +826 New
NHT
1557
New Hampshire Trust
New Hampshire
$367K +$12K +25 +3%
JGGDR
1558
JGP Global Gestao de Recursos
Brazil
$366K +$2.88K +6 +0.7%
SCP
1559
Sivia Capital Partners
California
$366K -$52.8K -110 -12%
HFS
1560
Howard Financial Services
Texas
$366K -$31.2K -65 -7%
TSWM
1561
Triangle Securities Wealth Management
North Carolina
$363K -$80.6K -168 -17%
PTP
1562
Platform Technology Partners
New York
$363K +$2.88K +6 +0.7%
EWA
1563
Exencial Wealth Advisors
Oklahoma
$363K -$3.36K -7 -0.9%
CWM
1564
Cornerstone Wealth Management
Missouri
$363K +$12K +25 +3%
AT
1565
Avalon Trust
New Mexico
$362K +$42.2K +88 +12%
FAT
1566
First American Trust
California
$361K +$3.84K +8 +1%
FF
1567
Francis Financial
$361K +$363K +756 New
GKFF
1568
George Kaiser Family Foundation
Oklahoma
$359K
PGCM
1569
Prescott Group Capital Management
Oklahoma
$359K
ACM
1570
Arcataur Capital Management
Wisconsin
$358K
PMG
1571
ProVise Management Group
Florida
$358K
WAS
1572
WESPAC Advisors SoCal
California
$358K
ACM
1573
Advance Capital Management
Michigan
$358K +$3.84K +8 +1%
AL
1574
Arnhold LLC
New York
$358K
AGP
1575
Autumn Glory Partners
Texas
$357K