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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1676
AmeriServ Wealth Advisors
Pennsylvania
$318K
SIA
1677
Soltis Investment Advisors
Utah
$318K
CI
1678
Carroll Investors
South Carolina
$316K
CHP
1679
Cable Hill Partners
Oregon
$316K
CWG
1680
Cornerstone Wealth Group
North Carolina
$315K
MAG
1681
Mokosak Advisory Group
Iowa
$315K
CM
1682
Capula Management
Cayman Islands
$314K
JHC
1683
J. Hagan Capital
Kentucky
$313K
QL
1684
Quarry LP
New York
$313K
CCWM
1685
Cassaday & Co Wealth Management
Virginia
$312K
DS
1686
DRW Securities
Illinois
$312K
AWA
1687
AGH Wealth Advisors
Kansas
$311K
CIAS
1688
Capital Investment Advisory Services
North Carolina
$311K
LTI
1689
Laffer Tengler Investments
Tennessee
$310K
CWM
1690
Cornerstone Wealth Management
Missouri
$308K
CIC
1691
Carnegie Investment Counsel
Ohio
$307K
EL
1692
EWA LLC
Pennsylvania
$306K
SFC
1693
Strategic Financial Concepts
Texas
$305K
BBNA
1694
Bremer Bank National Association
Minnesota
$304K
SFCL
1695
Strengthening Families & Communities LLC
Massachusetts
$304K
PFM
1696
Peak Financial Management
Massachusetts
$304K
WKWM
1697
Walter & Keenan Wealth Management
Indiana
$302K
VC
1698
Veracity Capital
Georgia
$301K
BI
1699
Beckerman Institutional
New Jersey
$299K
FFM
1700
Fullerton Fund Management
Singapore
$299K