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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
VCM
1651
Virtue Capital Management
Tennessee
$290K
GCM
1652
Gallacher Capital Management
Colorado
$290K
WSFG
1653
Wall Street Financial Group
Illinois
$289K
AWM
1654
Aries Wealth Management
Maine
$288K
WKWM
1655
Walter & Keenan Wealth Management
Indiana
$288K
CCWM
1656
Cassaday & Co Wealth Management
Virginia
$287K
FFO
1657
Fortitude Family Office
Arizona
$287K
BWCS
1658
Beirne Wealth Consulting Services
Connecticut
$287K
APW
1659
Austin Private Wealth
Texas
$285K
MAG
1660
Mokosak Advisory Group
Iowa
$284K
EWP
1661
Equity Wealth Partners
Missouri
$284K
ICP
1662
Impact Capital Partners
Colorado
$282K
ITIM
1663
Indiana Trust & Investment Management
Indiana
$280K
SP
1664
SIH Partners
Delaware
$277K
PC
1665
Promus Capital
Illinois
$275K
TWA
1666
TCI Wealth Advisors
Arizona
$275K
AFS
1667
Anderson Financial Strategies
Ohio
$275K
NRC
1668
New Republic Capital
North Carolina
$275K
PCM
1669
Permanent Capital Management
Illinois
$275K
SFCL
1670
Strengthening Families & Communities LLC
Massachusetts
$274K
WPW
1671
Waldron Private Wealth
Pennsylvania
$274K
SHWM
1672
Smith & Howard Wealth Management
Georgia
$274K
GWSG
1673
GPS Wealth Strategies Group
Colorado
$273K
BFA
1674
Beaumont Financial Advisors
Massachusetts
$273K
LOAMU
1675
Lombard Odier Asset Management (USA)
New York
$273K