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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
SAI
1626
Savvy Advisors Inc
New York
$414K
CNBT
1627
Canandaigua National Bank & Trust
New York
$411K
SF
1628
SWP Financial
California
$411K
STA
1629
Smith Thornton Advisors
Alabama
$411K
FWM
1630
Finer Wealth Management
Massachusetts
$409K
VC
1631
Vestor Capital
Illinois
$409K
AT
1632
Arlington Trust
Alabama
$408K
CIC
1633
Carnegie Investment Counsel
Ohio
$408K
BC
1634
BIT Capital
Germany
$408K
TPWA
1635
TRUE Private Wealth Advisors
Oregon
$406K
WRM
1636
Weybosset Research & Management
Rhode Island
$405K
GDP
1637
Great Diamond Partners
Maine
$404K
CIC
1638
Chilton Investment Company
Connecticut
$403K
BCM
1639
Bourgeon Capital Management
Connecticut
$402K
ML
1640
McAdam LLC
Pennsylvania
$401K
LFG
1641
Lockerman Financial Group
California
$401K
AWA
1642
AGH Wealth Advisors
Kansas
$400K
MFA
1643
Morling Financial Advisors
California
$400K
FC
1644
Fairscale Capital
New Hampshire
$400K
RSWM
1645
Robertson Stephens Wealth Management
California
$400K
VDI
1646
Vaughan David Investments
Illinois
$398K
EWM
1647
Evermay Wealth Management
Virginia
$397K
RA
1648
Riverstone Advisors
Texas
$397K
SIA
1649
SGL Investment Advisors
Montana
$396K
TW
1650
Traveka Wealth
California
$396K