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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
FFA
1576
Fortune Financial Advisors
Kansas
$465K
HIC
1577
Holderness Investments Company
North Carolina
$464K
WMA
1578
Wealth Management Associates
New Jersey
$461K
FFA
1579
Fragasso Financial Advisors
Pennsylvania
$461K
AB
1580
Atlas Brown
Kentucky
$460K
NG
1581
Novem Group
New York
$459K
RFW
1582
Rainier Family Wealth
Washington
$455K
GSC
1583
Ground Swell Capital
South Carolina
$453K
PWAM
1584
Private Wealth Asset Management
Iowa
$453K
T. Rowe Price Investment Management
1585
T. Rowe Price Investment Management
Maryland
$452K
SSWM
1586
Strait & Sound Wealth Management
California
$451K
YP
1587
YANKCOM Partnership
South Dakota
$449K
VAG
1588
VisionPoint Advisory Group
Texas
$449K
KCP
1589
Kera Capital Partners
California
$449K
NWM
1590
Napa Wealth Management
California
$447K
FBT
1591
First Bankers Trust
Kentucky
$447K
EWA
1592
Exencial Wealth Advisors
Oklahoma
$445K
FC
1593
Farringdon Capital
United Kingdom
$445K
VFA
1594
Values First Advisors
Tennessee
$444K
KIA
1595
Kraematon Investment Advisors
Massachusetts
$443K
SIA
1596
Soltis Investment Advisors
Utah
$443K
JGGDR
1597
JGP Global Gestao de Recursos
Brazil
$442K
AWM
1598
Ameliora Wealth Management
Switzerland
$439K
PTP
1599
Platform Technology Partners
New York
$438K
PWA
1600
Physician Wealth Advisors
Utah
$437K