ISRG icon

Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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

28% less funds holding in top 10

Funds holding in top 10: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
WPW
1651
Waldron Private Wealth
Pennsylvania
$274K
SHWM
1652
Smith & Howard Wealth Management
Georgia
$274K
GWSG
1653
GPS Wealth Strategies Group
Colorado
$273K
BFA
1654
Beaumont Financial Advisors
Massachusetts
$273K
LOAMU
1655
Lombard Odier Asset Management (USA)
New York
$273K
ES
1656
Eagle Strategies
New York
$273K
EL
1657
EWA LLC
Pennsylvania
$272K
Lord, Abbett & Co
1658
Lord, Abbett & Co
New Jersey
$271K
SCA
1659
Southern Capital Advisors
Tennessee
$268K
RSS
1660
Rosenblum Silverman Sutton
California
$268K
VFG
1661
V2 Financial group
Illinois
$268K
JHC
1662
J. Hagan Capital
Kentucky
$268K
CFM
1663
Catalyst Funds Management
Australia
$268K
DA
1664
Drake & Associates
Wisconsin
$268K
LIM
1665
Letson Investment Management
Georgia
$265K
WC
1666
Whitney & Co
New York
$263K
BWM
1667
BlackDiamond Wealth Management
New York
$263K
OWCM
1668
One Wealth Capital Management
Arizona
$263K
FFM
1669
Fullerton Fund Management
Singapore
$263K
OWA
1670
Opal Wealth Advisors
New York
$263K
GLR
1671
Great Lakes Retirement
Ohio
$262K
PCM
1672
Princeton Capital Management
New Jersey
$262K
SLC
1673
Second Line Capital
Louisiana
$262K
ST
1674
Smithfield Trust
Pennsylvania
$262K
JCM
1675
Jacobsen Capital Management
Utah
$261K