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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
FWP
1576
Forefront Wealth Partners
Texas
$357K +$383K +798 New
GIP
1577
Granite Investment Partners
California
$356K
SIA
1578
Soltis Investment Advisors
Utah
$355K -$10.6K -22 -3%
RF
1579
RHS Financial
California
$354K -$90.7K -189 -19%
VAG
1580
VisionPoint Advisory Group
Texas
$352K -$19.2K -40 -5%
MCWS
1581
McKinley Carter Wealth Services
West Virginia
$350K
AA
1582
Armis Advisers
Georgia
$350K +$13.9K +29 +5%
LJAC
1583
L.J. Altfest & Co
New York
$350K -$52.8K -110 -12%
CCMI
1584
Creative Capital Management Investments
California
$349K -$44.6K -93 -11%
VFA
1585
Values First Advisors
Tennessee
$348K -$19.2K -40 -5%
VDI
1586
Vaughan David Investments
Illinois
$346K +$19.2K +40 +5%
MC
1587
Middleton & Co
Massachusetts
$345K -$5.28K -11 -1%
HBW
1588
Hazlett, Burt & Watson
West Virginia
$345K +$52.8K +110 +17%
CWG
1589
Cornerstone Wealth Group
North Carolina
$339K -$2.88K -6 -0.8%
GMA
1590
Glassy Mountain Advisors
Maryland
$339K +$156K +325 +75%
SF
1591
SWP Financial
California
$338K
MA
1592
MONECO Advisors
Connecticut
$338K -$16.8K -35 -4%
SMA
1593
Seven Mile Advisory
New Jersey
$337K +$16.8K +35 +5%
AAS
1594
Ameritas Advisory Services
Nebraska
$336K -$188K -392 -34%
MFG
1595
Magnus Financial Group
New York
$336K +$13K +27 +4%
VI
1596
Versor Investments
New York
$336K +$73.4K +153 +26%
BC
1597
BIT Capital
Germany
$335K
CNBT
1598
Canandaigua National Bank & Trust
New York
$335K -$4.32K -9 -1%
AT
1599
Arlington Trust
Alabama
$335K -$1.44K -3 -0.4%
JSA
1600
Jacobson & Schmitt Advisors
Wisconsin
$335K +$359K +748 New