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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1601
Canandaigua National Bank & Trust
New York
$375K
SF
1602
SWP Financial
California
$374K
FWM
1603
Finer Wealth Management
Massachusetts
$373K
FC
1604
Fairscale Capital
New Hampshire
$372K
PWA
1605
Physician Wealth Advisors
Utah
$371K
WRM
1606
Weybosset Research & Management
Rhode Island
$369K
AT
1607
Arlington Trust
Alabama
$369K
TVM
1608
True Vision MN
Minnesota
$368K
CIS
1609
Custom Index Systems
New York
$368K
HIM
1610
Hillsdale Investment Management
Ontario, Canada
$366K
VDI
1611
Vaughan David Investments
Illinois
$363K
TPWA
1612
TRUE Private Wealth Advisors
Oregon
$363K
BBA
1613
BLB&B Advisors
Pennsylvania
$363K
MM
1614
MQS Management
New York
$363K
RA
1615
Riverstone Advisors
Texas
$362K
MAG
1616
MRA Advisory Group
New Jersey
$361K
PTP
1617
Platform Technology Partners
New York
$359K
MFG
1618
Magnus Financial Group
New York
$359K
AIM
1619
Aigen Investment Management
New York
$359K
FFA
1620
Fortune Financial Advisors
Kansas
$358K
SWA
1621
Strategies Wealth Advisors
Michigan
$358K
OL
1622
Optas LLC
Texas
$357K
AT
1623
Avalon Trust
New Mexico
$357K
GLAM
1624
Gardner Lewis Asset Management
Pennsylvania
$357K
SB
1625
Sunflower Bank
Texas
$355K