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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1626
Elevatus Welath Management
New York
$315K -$3.59M -7,487 -91%
MFA
1627
Morling Financial Advisors
California
$315K -$14.9K -31 -4%
NHC
1628
Nicholas Hoffman & Company
Georgia
$315K -$420K -875 -55%
CA
1629
Claro Advisors
Massachusetts
$315K -$11K -23 -3%
KCP
1630
Kera Capital Partners
California
$314K -$59.5K -124 -15%
IWA
1631
IBEX Wealth Advisors
New Jersey
$314K -$338K -705 -50%
PI
1632
Parkside Investments
Illinois
$313K
PA
1633
Promethium Advisors
Maryland
$313K
TW
1634
Traveka Wealth
California
$312K -$14.4K -30 -4%
PWM
1635
Prentice Wealth Management
New York
$311K +$334K +695 New
FWM
1636
Finer Wealth Management
Massachusetts
$309K -$29.3K -61 -8%
CIAS
1637
Capital Investment Advisory Services
North Carolina
$309K +$22.6K +47 +7%
IA
1638
IFC Advisors
California
$306K -$18.2K -38 -5%
CAU
1639
Caxton Associates (UK)
$306K +$328K +684 New
ESB
1640
Essex Savings Bank
Connecticut
$305K -$3.84K -8 -1%
BB
1641
Burford Brothers
Texas
$303K -$960 -2 -0.3%
VCM
1642
Viewpoint Capital Management
Washington
$302K
DAC
1643
Dividend Assets Capital
South Carolina
$299K
FWI
1644
Facet Wealth Inc
Maryland
$299K +$54.2K +113 +20%
GDP
1645
Great Diamond Partners
Maine
$298K -$37K -77 -10%
FBT
1646
First Bankers Trust
Kentucky
$297K -$75.8K -158 -19%
WB
1647
Webster Bank
Connecticut
$297K
HTHT
1648
Hemenway Trust Hemenway Trust
New Hampshire
$296K -$960 -2 -0.3%
FM
1649
Family Management
New York
$295K -$8.64K -18 -3%
AB
1650
Atlas Brown
Kentucky
$295K -$90.2K -188 -22%