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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
STA
1601
Smith Thornton Advisors
Alabama
$329K
EWM
1602
Evermay Wealth Management
Virginia
$327K
WRM
1603
Weybosset Research & Management
Rhode Island
$326K
RA
1604
Riverstone Advisors
Texas
$326K
DBRC
1605
D.B. Root & Company
Pennsylvania
$326K
PIA
1606
Pinion Investment Advisors
Kansas
$325K
CA
1607
Cache Advisors
California
$325K
RPWA
1608
Regent Peak Wealth Advisors
Georgia
$322K
AWA
1609
AGH Wealth Advisors
Kansas
$322K
CIC
1610
Carnegie Investment Counsel
Ohio
$321K
SAM
1611
Secure Asset Management
Michigan
$321K
DF
1612
Dunhill Financial
United Kingdom
$320K
DP
1613
Dearborn Partners
Illinois
$319K
BEW
1614
Burton Enright Welch
California
$319K
CIM
1615
Cambria Investment Management
California
$318K
CPW
1616
Cove Private Wealth
New York
$317K
CBT
1617
Crews Bank & Trust
Florida
$317K
SB
1618
Sunflower Bank
Texas
$317K
EWM
1619
Elevatus Welath Management
New York
$315K
MFA
1620
Morling Financial Advisors
California
$315K
NHC
1621
Nicholas Hoffman & Company
Georgia
$315K
CA
1622
Claro Advisors
Massachusetts
$315K
KCP
1623
Kera Capital Partners
California
$314K
IWA
1624
IBEX Wealth Advisors
New Jersey
$314K
PI
1625
Parkside Investments
Illinois
$313K