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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
BI
1676
Beckerman Institutional
New Jersey
$261K
BCM
1677
Becker Capital Management
Oregon
$260K
EGWAG
1678
Elwood & Goetz Wealth Advisory Group
Georgia
$259K
RSWM
1679
Robertson Stephens Wealth Management
California
$258K
CPA
1680
Capital Performance Advisors
California
$258K
CWS
1681
Confluence Wealth Services
Pennsylvania
$258K
BFS
1682
BridgePort Financial Solutions
Iowa
$258K
WA
1683
Westfuller Advisors
New York
$257K
GCM
1684
G2 Capital Management
Ohio
$256K
WPA
1685
West Paces Advisors
Georgia
$255K
TSW
1686
Thompson Siegel & Walmsley
Virginia
$255K
AHL
1687
Abel Hall LLC
Louisiana
$254K
ABC
1688
Associated Banc-Corp
Wisconsin
$254K
SWA
1689
Strategies Wealth Advisors
Michigan
$254K
SWP
1690
Semus Wealth Partners
Florida
$253K
MFIM
1691
Mesirow Financial Investment Management
Illinois
$253K
JF
1692
JSF Financial
California
$252K
WCFA
1693
Walkner Condon Financial Advisors
Wisconsin
$251K
JSAM
1694
J. Safra Asset Management
New York
$251K
WH
1695
Wallace Hart
Kentucky
$250K
CFS
1696
Commonwealth Financial Services
West Virginia
$250K
HFP
1697
Holistic Financial Partners
Indiana
$250K
HKIMG
1698
Hutchens & Kramer Investment Management Group
Indiana
$250K
GSWM
1699
Greenup Street Wealth Management
Michigan
$249K
AWM
1700
Abound Wealth Management
Tennessee
$249K