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Intuitive Surgical

2,224 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,009 increasing their positions, 696 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,224
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
29.82%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.89%
New
212
Increased
1,009
Reduced
696
Closed
108
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
1701
Capital Investment Advisory Services
North Carolina
$350K +$9.78K +18 +3%
HAS
1702
HBW Advisory Services
California
$349K +$54.3K +100 +18%
MAG
1703
Mokosak Advisory Group
Iowa
$346K
FIM
1704
FWL Investment Management
Texas
$346K +$346K +636 New
TAM
1705
Titleist Asset Management
Texas
$345K +$345K +635 New
ITIM
1706
Indiana Trust & Investment Management
Indiana
$340K +$92.4K +170 +37%
AWM
1707
Aprio Wealth Management
Georgia
$339K +$339K +624 New
SC
1708
Saturna Capital
Washington
$339K +$339K +623 New
PAG
1709
Private Advisory Group
Washington
$338K -$92.4K -170 -21%
SB
1710
Sunflower Bank
Texas
$337K -$52.2K -96 -13%
CWS
1711
Confluence Wealth Services
Pennsylvania
$337K +$19.6K +36 +6%
BFA
1712
Beaumont Financial Advisors
Massachusetts
$337K -$31.5K -58 -9%
KLCM
1713
KG&L Capital Management
Louisiana
$337K -$14.1K -26 -4%
SHF
1714
Safe Harbor Fiduciary
Florida
$335K +$9.24K +17 +3%
PC
1715
Promus Capital
Illinois
$335K -$123K -227 -27%
JCM
1716
Jacobsen Capital Management
Utah
$334K +$20.1K +37 +6%
AFS
1717
Anderson Financial Strategies
Ohio
$334K -$358K -660 -52%
SLG
1718
Stanley-Laman Group
Pennsylvania
$334K -$138K -254 -29%
MFIM
1719
Mesirow Financial Investment Management
Illinois
$333K -$19.6K -36 -6%
SFCL
1720
Strengthening Families & Communities LLC
Massachusetts
$333K
SHWM
1721
Smith & Howard Wealth Management
Georgia
$333K -$29.9K -55 -8%
PWM
1722
Pines Wealth Management
North Carolina
$328K +$70.8K +130 +27%
BI
1723
Beckerman Institutional
New Jersey
$328K
CPRC
1724
Consolidated Portfolio Review Corp
New York
$328K +$99.4K +183 +44%
SP
1725
Successful Portfolios
Florida
$327K