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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
ES
1676
Eagle Strategies
New York
$273K
EL
1677
EWA LLC
Pennsylvania
$272K
Lord, Abbett & Co
1678
Lord, Abbett & Co
New Jersey
$271K
SCA
1679
Southern Capital Advisors
Tennessee
$268K
RSS
1680
Rosenblum Silverman Sutton
California
$268K
VFG
1681
V2 Financial group
Illinois
$268K
JHC
1682
J. Hagan Capital
Kentucky
$268K
CFM
1683
Catalyst Funds Management
Australia
$268K
DA
1684
Drake & Associates
Wisconsin
$268K
LIM
1685
Letson Investment Management
Georgia
$265K
WC
1686
Whitney & Co
New York
$263K
BWM
1687
BlackDiamond Wealth Management
New York
$263K
OWCM
1688
One Wealth Capital Management
Arizona
$263K
FFM
1689
Fullerton Fund Management
Singapore
$263K
OWA
1690
Opal Wealth Advisors
New York
$263K
GLR
1691
Great Lakes Retirement
Ohio
$262K
PCM
1692
Princeton Capital Management
New Jersey
$262K
SLC
1693
Second Line Capital
Louisiana
$262K
ST
1694
Smithfield Trust
Pennsylvania
$262K
JCM
1695
Jacobsen Capital Management
Utah
$261K
BI
1696
Beckerman Institutional
New Jersey
$261K
BCM
1697
Becker Capital Management
Oregon
$260K
EGWAG
1698
Elwood & Goetz Wealth Advisory Group
Georgia
$259K
RSWM
1699
Robertson Stephens Wealth Management
California
$258K
CPA
1700
Capital Performance Advisors
California
$258K