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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
DF
1626
Dunhill Financial
United Kingdom
$355K
SA
1627
Sovran Advisors
California
$354K
EWM
1628
Evermay Wealth Management
Virginia
$351K
SCM
1629
Schnieders Capital Management
California
$349K
FFA
1630
Fragasso Financial Advisors
Pennsylvania
$349K
NHC
1631
Nicholas Hoffman & Company
Georgia
$349K
NHT
1632
New Hampshire Trust
New Hampshire
$348K
PI
1633
Parkside Investments
Illinois
$347K
PA
1634
Promethium Advisors
Maryland
$347K
ACM
1635
ADAR1 Capital Management
Texas
$347K
IA
1636
IFC Advisors
California
$346K
GFP
1637
Gryphon Financial Partners
Ohio
$345K
SMA
1638
Seven Mile Advisory
New Jersey
$344K
RPWA
1639
Regent Peak Wealth Advisors
Georgia
$344K
CWP
1640
Capital Wealth Planning
Florida
$343K
CIC
1641
Chilton Investment Company
Connecticut
$343K
GWSG
1642
GPS Wealth Strategies Group
Colorado
$342K
CBT
1643
Crews Bank & Trust
Florida
$342K
ESB
1644
Essex Savings Bank
Connecticut
$340K
BWM
1645
Baron Wealth Management
Michigan
$340K
WBC
1646
West Branch Capital
Massachusetts
$339K
GDP
1647
Great Diamond Partners
Maine
$338K
PFG
1648
Putney Financial Group
California
$338K
EWM
1649
EPG Wealth Management
Georgia
$337K
BFA
1650
Beaumont Financial Advisors
Massachusetts
$336K