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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
SLC
1701
Second Line Capital
Louisiana
$262K +$31.7K +66 +13%
ST
1702
Smithfield Trust
Pennsylvania
$262K
JCM
1703
Jacobsen Capital Management
Utah
$261K -$14.9K -31 -5%
BI
1704
Beckerman Institutional
New Jersey
$261K -$9.6K -20 -3%
BCM
1705
Becker Capital Management
Oregon
$260K -$4.32K -9 -2%
EGWAG
1706
Elwood & Goetz Wealth Advisory Group
Georgia
$259K
RSWM
1707
Robertson Stephens Wealth Management
California
$258K -$76.8K -160 -22%
CPA
1708
Capital Performance Advisors
California
$258K +$16.3K +34 +6%
CWS
1709
Confluence Wealth Services
Pennsylvania
$258K -$21.6K -45 -7%
BFS
1710
BridgePort Financial Solutions
Iowa
$258K
WA
1711
Westfuller Advisors
New York
$257K +$276K +575 New
GCM
1712
G2 Capital Management
Ohio
$256K +$275K +573 New
WPA
1713
West Paces Advisors
Georgia
$255K -$11.5K -24 -4%
TSW
1714
Thompson Siegel & Walmsley
Virginia
$255K -$2.4K -5 -0.9%
AHL
1715
Abel Hall LLC
Louisiana
$254K -$49.4K -103 -15%
ABC
1716
Associated Banc-Corp
Wisconsin
$254K
SWA
1717
Strategies Wealth Advisors
Michigan
$254K +$20.2K +42 +8%
SWP
1718
Semus Wealth Partners
Florida
$253K -$40.3K -84 -13%
MFIM
1719
Mesirow Financial Investment Management
Illinois
$253K -$23K -48 -8%
JF
1720
JSF Financial
California
$252K +$79.7K +166 +42%
WCFA
1721
Walkner Condon Financial Advisors
Wisconsin
$251K -$5.76K -12 -2%
JSAM
1722
J. Safra Asset Management
New York
$251K +$51.8K +108 +24%
WH
1723
Wallace Hart
Kentucky
$250K
CFS
1724
Commonwealth Financial Services
West Virginia
$250K +$2.88K +6 +1%
HFP
1725
Holistic Financial Partners
Indiana
$250K -$3.36K -7 -1%