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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
JSA
1576
Jacobson & Schmitt Advisors
Wisconsin
$335K
FA
1577
Fedenia Advisers
Wisconsin
$334K
AWP
1578
Avid Wealth Partners
Texas
$334K
TPWA
1579
TRUE Private Wealth Advisors
Oregon
$333K
BBA
1580
BLB&B Advisors
Pennsylvania
$332K
TPF
1581
Tribridge Partners Financial
Maryland
$330K
LG
1582
LaFleur & Godfrey
Michigan
$329K
WBC
1583
West Branch Capital
Massachusetts
$329K
STA
1584
Smith Thornton Advisors
Alabama
$329K
EWM
1585
Evermay Wealth Management
Virginia
$327K
WRM
1586
Weybosset Research & Management
Rhode Island
$326K
RA
1587
Riverstone Advisors
Texas
$326K
DBRC
1588
D.B. Root & Company
Pennsylvania
$326K
PIA
1589
Pinion Investment Advisors
Kansas
$325K
CA
1590
Cache Advisors
California
$325K
RPWA
1591
Regent Peak Wealth Advisors
Georgia
$322K
AWA
1592
AGH Wealth Advisors
Kansas
$322K
CIC
1593
Carnegie Investment Counsel
Ohio
$321K
SAM
1594
Secure Asset Management
Michigan
$321K
DF
1595
Dunhill Financial
United Kingdom
$320K
DP
1596
Dearborn Partners
Illinois
$319K
CIM
1597
Cambria Investment Management
California
$318K
CPW
1598
Cove Private Wealth
New York
$317K
CBT
1599
Crews Bank & Trust
Florida
$317K
SB
1600
Sunflower Bank
Texas
$317K