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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
RPWA
1601
Regent Peak Wealth Advisors
Georgia
$322K
AWA
1602
AGH Wealth Advisors
Kansas
$322K
CIC
1603
Carnegie Investment Counsel
Ohio
$321K
SAM
1604
Secure Asset Management
Michigan
$321K
DF
1605
Dunhill Financial
United Kingdom
$320K
DP
1606
Dearborn Partners
Illinois
$319K
CIM
1607
Cambria Investment Management
California
$318K
CPW
1608
Cove Private Wealth
New York
$317K
CBT
1609
Crews Bank & Trust
Florida
$317K
SB
1610
Sunflower Bank
Texas
$317K
EWM
1611
Elevatus Welath Management
New York
$315K
MFA
1612
Morling Financial Advisors
California
$315K
NHC
1613
Nicholas Hoffman & Company
Georgia
$315K
CA
1614
Claro Advisors
Massachusetts
$315K
KCP
1615
Kera Capital Partners
California
$314K
IWA
1616
IBEX Wealth Advisors
New Jersey
$314K
PI
1617
Parkside Investments
Illinois
$313K
PA
1618
Promethium Advisors
Maryland
$313K
TW
1619
Traveka Wealth
California
$312K
PWM
1620
Prentice Wealth Management
New York
$311K
FWM
1621
Finer Wealth Management
Massachusetts
$309K
CIAS
1622
Capital Investment Advisory Services
North Carolina
$309K
IA
1623
IFC Advisors
California
$306K
CAU
1624
Caxton Associates (UK)
$306K
ESB
1625
Essex Savings Bank
Connecticut
$305K