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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
AWA
1651
AGH Wealth Advisors
Kansas
$400K
MFA
1652
Morling Financial Advisors
California
$400K
FC
1653
Fairscale Capital
New Hampshire
$400K
RSWM
1654
Robertson Stephens Wealth Management
California
$400K
VDI
1655
Vaughan David Investments
Illinois
$398K
EWM
1656
Evermay Wealth Management
Virginia
$397K
RA
1657
Riverstone Advisors
Texas
$397K
SIA
1658
SGL Investment Advisors
Montana
$396K
TW
1659
Traveka Wealth
California
$396K
CA
1660
Claro Advisors
Massachusetts
$395K
BBA
1661
BLB&B Advisors
Pennsylvania
$395K
RZH
1662
Relyea Zuckerberg Hanson
Connecticut
$395K
DTL
1663
Dynamic Technology Lab
Singapore
$394K
MFG
1664
Magnus Financial Group
New York
$394K
IA
1665
IFC Advisors
California
$392K
LRWM
1666
Lord & Richards Wealth Management
Colorado
$392K
AT
1667
Avalon Trust
New Mexico
$392K
OL
1668
Optas LLC
Texas
$391K
APW
1669
Austin Private Wealth
Texas
$391K
SMA
1670
Seven Mile Advisory
New Jersey
$391K
WKWM
1671
Walter & Keenan Wealth Management
Indiana
$391K
CCWM
1672
Cassaday & Co Wealth Management
Virginia
$390K
DF
1673
Dunhill Financial
United Kingdom
$389K
Connor, Clark & Lunn Investment Management (CC&L)
1674
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$388K
MSAM
1675
Moloney Securities Asset Management
Missouri
$385K