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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
LJAC
1576
L.J. Altfest & Co
New York
$350K
CCMI
1577
Creative Capital Management Investments
California
$349K
VFA
1578
Values First Advisors
Tennessee
$348K
VDI
1579
Vaughan David Investments
Illinois
$346K
MC
1580
Middleton & Co
Massachusetts
$345K
HBW
1581
Hazlett, Burt & Watson
West Virginia
$345K
CWG
1582
Cornerstone Wealth Group
North Carolina
$339K
GMA
1583
Glassy Mountain Advisors
Maryland
$339K
SF
1584
SWP Financial
California
$338K
MA
1585
MONECO Advisors
Connecticut
$338K
SMA
1586
Seven Mile Advisory
New Jersey
$337K
AAS
1587
Ameritas Advisory Services
Nebraska
$336K
MFG
1588
Magnus Financial Group
New York
$336K
VI
1589
Versor Investments
New York
$336K
BC
1590
BIT Capital
Germany
$335K
CNBT
1591
Canandaigua National Bank & Trust
New York
$335K
AT
1592
Arlington Trust
Alabama
$335K
JSA
1593
Jacobson & Schmitt Advisors
Wisconsin
$335K
FA
1594
Fedenia Advisers
Wisconsin
$334K
AWP
1595
Avid Wealth Partners
Texas
$334K
TPWA
1596
TRUE Private Wealth Advisors
Oregon
$333K
BBA
1597
BLB&B Advisors
Pennsylvania
$332K
TPF
1598
Tribridge Partners Financial
Maryland
$330K
LG
1599
LaFleur & Godfrey
Michigan
$329K
WBC
1600
West Branch Capital
Massachusetts
$329K