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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
FA
1601
Fedenia Advisers
Wisconsin
$334K -$632K -1,317 -64%
AWP
1602
Avid Wealth Partners
Texas
$334K -$24K -50 -6%
TPWA
1603
TRUE Private Wealth Advisors
Oregon
$333K -$1.92K -4 -0.5%
BBA
1604
BLB&B Advisors
Pennsylvania
$332K +$7.2K +15 +2%
TPF
1605
Tribridge Partners Financial
Maryland
$330K +$174K +362 +94%
LG
1606
LaFleur & Godfrey
Michigan
$329K -$570K -1,187 -62%
WBC
1607
West Branch Capital
Massachusetts
$329K +$24.5K +51 +7%
STA
1608
Smith Thornton Advisors
Alabama
$329K -$9.6K -20 -3%
EWM
1609
Evermay Wealth Management
Virginia
$327K
WRM
1610
Weybosset Research & Management
Rhode Island
$326K -$7.2K -15 -2%
RA
1611
Riverstone Advisors
Texas
$326K
DBRC
1612
D.B. Root & Company
Pennsylvania
$326K -$139K -290 -28%
PIA
1613
Pinion Investment Advisors
Kansas
$325K -$795K -1,657 -74%
CA
1614
Cache Advisors
California
$325K +$24K +50 +7%
RPWA
1615
Regent Peak Wealth Advisors
Georgia
$322K +$346K +720 New
AWA
1616
AGH Wealth Advisors
Kansas
$322K -$8.16K -17 -2%
CIC
1617
Carnegie Investment Counsel
Ohio
$321K -$15.8K -33 -4%
SAM
1618
Secure Asset Management
Michigan
$321K -$68.1K -142 -16%
DF
1619
Dunhill Financial
United Kingdom
$320K +$480 +1 +0.1%
DP
1620
Dearborn Partners
Illinois
$319K -$108K -225 -24%
BEW
1621
Burton Enright Welch
California
$319K -$8.16K -17 -2%
CIM
1622
Cambria Investment Management
California
$318K +$341K +711 New
CPW
1623
Cove Private Wealth
New York
$317K
CBT
1624
Crews Bank & Trust
Florida
$317K +$8.64K +18 +3%
SB
1625
Sunflower Bank
Texas
$317K +$41.7K +87 +14%