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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
EWM
1601
Elevatus Welath Management
New York
$315K
MFA
1602
Morling Financial Advisors
California
$315K
NHC
1603
Nicholas Hoffman & Company
Georgia
$315K
CA
1604
Claro Advisors
Massachusetts
$315K
KCP
1605
Kera Capital Partners
California
$314K
IWA
1606
IBEX Wealth Advisors
New Jersey
$314K
PA
1607
Promethium Advisors
Maryland
$313K
PI
1608
Parkside Investments
Illinois
$313K
TW
1609
Traveka Wealth
California
$312K
PWM
1610
Prentice Wealth Management
New York
$311K
FWM
1611
Finer Wealth Management
Massachusetts
$309K
CIAS
1612
Capital Investment Advisory Services
North Carolina
$309K
IA
1613
IFC Advisors
California
$306K
CAU
1614
Caxton Associates (UK)
$306K
ESB
1615
Essex Savings Bank
Connecticut
$305K
BB
1616
Burford Brothers
Texas
$303K
VCM
1617
Viewpoint Capital Management
Washington
$302K
DAC
1618
Dividend Assets Capital
South Carolina
$299K
FWI
1619
Facet Wealth Inc
Maryland
$299K
GDP
1620
Great Diamond Partners
Maine
$298K
FBT
1621
First Bankers Trust
Kentucky
$297K
WB
1622
Webster Bank
Connecticut
$297K
HTHT
1623
Hemenway Trust Hemenway Trust
New Hampshire
$296K
FM
1624
Family Management
New York
$295K
AB
1625
Atlas Brown
Kentucky
$295K