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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
WC
1676
Whitney & Co
New York
$263K
BWM
1677
BlackDiamond Wealth Management
New York
$263K
OWCM
1678
One Wealth Capital Management
Arizona
$263K
FFM
1679
Fullerton Fund Management
Singapore
$263K
OWA
1680
Opal Wealth Advisors
New York
$263K
GLR
1681
Great Lakes Retirement
Ohio
$262K
PCM
1682
Princeton Capital Management
New Jersey
$262K
SLC
1683
Second Line Capital
Louisiana
$262K
ST
1684
Smithfield Trust
Pennsylvania
$262K
JCM
1685
Jacobsen Capital Management
Utah
$261K
BI
1686
Beckerman Institutional
New Jersey
$261K
BCM
1687
Becker Capital Management
Oregon
$260K
EGWAG
1688
Elwood & Goetz Wealth Advisory Group
Georgia
$259K
RSWM
1689
Robertson Stephens Wealth Management
California
$258K
CPA
1690
Capital Performance Advisors
California
$258K
CWS
1691
Confluence Wealth Services
Pennsylvania
$258K
BFS
1692
BridgePort Financial Solutions
Iowa
$258K
WA
1693
Westfuller Advisors
New York
$257K
GCM
1694
G2 Capital Management
Ohio
$256K
WPA
1695
West Paces Advisors
Georgia
$255K
TSW
1696
Thompson Siegel & Walmsley
Virginia
$255K
AHL
1697
Abel Hall LLC
Louisiana
$254K
ABC
1698
Associated Banc-Corp
Wisconsin
$254K
SWA
1699
Strategies Wealth Advisors
Michigan
$254K
SWP
1700
Semus Wealth Partners
Florida
$253K