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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
AHC
1651
Adell Harriman & Carpenter
Texas
$294K -$22.6K -47 -7%
RB
1652
Rodgers Brothers
Pennsylvania
$294K
CWL
1653
Causey Wealth LLC
Colorado
$292K
EB
1654
Emprise Bank
Kansas
$292K +$313K +653 New
NWM
1655
Navigoe Wealth Management
California
$292K
PPW
1656
Pasadena Private Wealth
California
$291K +$312K +651 New
PFG
1657
Putney Financial Group
California
$291K -$15.4K -32 -5%
FNBOO
1658
First National Bank of Omaha
Nebraska
$291K
VCM
1659
Virtue Capital Management
Tennessee
$290K +$1.48M +3,093 +226%
GCM
1660
Gallacher Capital Management
Colorado
$290K +$311K +648 New
WSFG
1661
Wall Street Financial Group
Illinois
$289K +$74.9K +156 +32%
AWM
1662
Aries Wealth Management
Maine
$288K +$65.7K +137 +27%
WKWM
1663
Walter & Keenan Wealth Management
Indiana
$288K -$36K -75 -10%
CCWM
1664
Cassaday & Co Wealth Management
Virginia
$287K -$36K -75 -10%
FFO
1665
Fortitude Family Office
Arizona
$287K -$4.32K -9 -1%
BWCS
1666
Beirne Wealth Consulting Services
Connecticut
$287K +$308K +642 New
APW
1667
Austin Private Wealth
Texas
$285K -$38.9K -81 -11%
MAG
1668
Mokosak Advisory Group
Iowa
$284K
EWP
1669
Equity Wealth Partners
Missouri
$284K +$304K +634 New
ICP
1670
Impact Capital Partners
Colorado
$282K -$15.4K -32 -5%
ITIM
1671
Indiana Trust & Investment Management
Indiana
$280K
SP
1672
SIH Partners
Delaware
$277K +$298K +620 New
PC
1673
Promus Capital
Illinois
$275K
TWA
1674
TCI Wealth Advisors
Arizona
$275K +$12K +25 +4%
AFS
1675
Anderson Financial Strategies
Ohio
$275K