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Intuitive Surgical

2,243 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,023 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1626
Cornerstone Wealth Management
Missouri
$427K
MCWS
1627
McKinley Carter Wealth Services
West Virginia
$425K
MC
1628
Middleton & Co
Massachusetts
$425K
CWP
1629
Capital Wealth Planning
Florida
$424K
JFGIW
1630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$421K
WPW
1631
Waldron Private Wealth
Pennsylvania
$418K
GFP
1632
Gryphon Financial Partners
Ohio
$418K
TVM
1633
True Vision MN
Minnesota
$416K
CWG
1634
Cornerstone Wealth Group
North Carolina
$415K
SAI
1635
Savvy Advisors Inc
New York
$414K
CNBT
1636
Canandaigua National Bank & Trust
New York
$411K
SF
1637
SWP Financial
California
$411K
STA
1638
Smith Thornton Advisors
Alabama
$411K
FWM
1639
Finer Wealth Management
Massachusetts
$409K
VC
1640
Vestor Capital
Illinois
$409K
AT
1641
Arlington Trust
Alabama
$408K
CIC
1642
Carnegie Investment Counsel
Ohio
$408K
BC
1643
BIT Capital
Germany
$408K
TPWA
1644
TRUE Private Wealth Advisors
Oregon
$406K
WRM
1645
Weybosset Research & Management
Rhode Island
$405K
GDP
1646
Great Diamond Partners
Maine
$404K
CIC
1647
Chilton Investment Company
Connecticut
$403K
BCM
1648
Bourgeon Capital Management
Connecticut
$402K
ML
1649
McAdam LLC
Pennsylvania
$401K
LFG
1650
Lockerman Financial Group
California
$401K