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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
NRC
1676
New Republic Capital
North Carolina
$275K -$18.2K -38 -6%
PCM
1677
Permanent Capital Management
Illinois
$275K +$295K +614 New
SFCL
1678
Strengthening Families & Communities LLC
Massachusetts
$274K
WPW
1679
Waldron Private Wealth
Pennsylvania
$274K -$75.3K -157 -20%
SHWM
1680
Smith & Howard Wealth Management
Georgia
$274K
GWSG
1681
GPS Wealth Strategies Group
Colorado
$273K -$31.2K -65 -10%
BFA
1682
Beaumont Financial Advisors
Massachusetts
$273K -$4.32K -9 -1%
ES
1683
Eagle Strategies
New York
$273K +$293K +610 New
LOAMU
1684
Lombard Odier Asset Management (USA)
New York
$273K +$293K +610 New
EL
1685
EWA LLC
Pennsylvania
$272K -$28.3K -59 -9%
Lord, Abbett & Co
1686
Lord, Abbett & Co
New Jersey
$271K -$151M -314,170 -100%
JHC
1687
J. Hagan Capital
Kentucky
$268K
RSS
1688
Rosenblum Silverman Sutton
California
$268K
SCA
1689
Southern Capital Advisors
Tennessee
$268K
VFG
1690
V2 Financial group
Illinois
$268K
CFM
1691
Catalyst Funds Management
Australia
$268K +$288K +600 New
DA
1692
Drake & Associates
Wisconsin
$268K -$183K -382 -44%
LIM
1693
Letson Investment Management
Georgia
$265K
WC
1694
Whitney & Co
New York
$263K +$960 +2 +0.3%
BWM
1695
BlackDiamond Wealth Management
New York
$263K +$5.28K +11 +2%
OWCM
1696
One Wealth Capital Management
Arizona
$263K +$33.1K +69 +13%
FFM
1697
Fullerton Fund Management
Singapore
$263K -$35.2M -73,320 -99%
OWA
1698
Opal Wealth Advisors
New York
$263K +$12.5K +26 +5%
GLR
1699
Great Lakes Retirement
Ohio
$262K -$1.33M -2,781 -83%
PCM
1700
Princeton Capital Management
New Jersey
$262K -$480 -1 -0.2%