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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
CA
1651
Claro Advisors
Massachusetts
$395K
BBA
1652
BLB&B Advisors
Pennsylvania
$395K
RZH
1653
Relyea Zuckerberg Hanson
Connecticut
$395K
DTL
1654
Dynamic Technology Lab
Singapore
$394K
MFG
1655
Magnus Financial Group
New York
$394K
IA
1656
IFC Advisors
California
$392K
LRWM
1657
Lord & Richards Wealth Management
Colorado
$392K
AT
1658
Avalon Trust
New Mexico
$392K
OL
1659
Optas LLC
Texas
$391K
APW
1660
Austin Private Wealth
Texas
$391K
SMA
1661
Seven Mile Advisory
New Jersey
$391K
WKWM
1662
Walter & Keenan Wealth Management
Indiana
$391K
CCWM
1663
Cassaday & Co Wealth Management
Virginia
$390K
DF
1664
Dunhill Financial
United Kingdom
$389K
Connor, Clark & Lunn Investment Management (CC&L)
1665
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$388K
MSAM
1666
Moloney Securities Asset Management
Missouri
$385K
CPW
1667
Cove Private Wealth
New York
$385K
AHC
1668
Adell Harriman & Carpenter
Texas
$383K
LMKC
1669
L.M. Kohn & Company
Ohio
$383K
PA
1670
Promethium Advisors
Maryland
$380K
PI
1671
Parkside Investments
Illinois
$380K
ESB
1672
Essex Savings Bank
Connecticut
$375K
CBT
1673
Crews Bank & Trust
Florida
$375K
IC
1674
Inscription Capital
Texas
$375K
WBC
1675
West Branch Capital
Massachusetts
$372K