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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 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
2,163
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
SP
1701
Successful Portfolios
Florida
$298K
FM
1702
Family Management
New York
$298K
TWA
1703
TCI Wealth Advisors
Arizona
$297K
RSS
1704
Rosenblum Silverman Sutton
California
$297K
SCA
1705
Southern Capital Advisors
Tennessee
$297K
VFG
1706
V2 Financial group
Illinois
$297K
SHF
1707
Safe Harbor Fiduciary
Florida
$297K
ACG
1708
Allen Capital Group
Nebraska
$295K
WPA
1709
West Paces Advisors
Georgia
$295K
EGWAG
1710
Elwood & Goetz Wealth Advisory Group
Georgia
$294K
LIM
1711
Letson Investment Management
Georgia
$294K
Optiver Holding
1712
Optiver Holding
Netherlands
$294K
BCM
1713
Becker Capital Management
Oregon
$293K
SIG
1714
Sargent Investment Group
Maryland
$289K
RZH
1715
Relyea Zuckerberg Hanson
Connecticut
$289K
BFS
1716
BridgePort Financial Solutions
Iowa
$289K
HTHT
1717
Hemenway Trust Hemenway Trust
New Hampshire
$289K
AWM
1718
Aviso Wealth Management
Washington
$289K
ST
1719
Smithfield Trust
Pennsylvania
$288K
JFGIW
1720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K
JCM
1721
Jacobsen Capital Management
Utah
$286K
HPM
1722
Hoxton Planning & Management
West Virginia
$286K
DA
1723
Drake & Associates
Wisconsin
$286K
CWS
1724
Confluence Wealth Services
Pennsylvania
$285K
TSW
1725
Thompson Siegel & Walmsley
Virginia
$285K