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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
CWS
1701
Confluence Wealth Services
Pennsylvania
$258K
BFS
1702
BridgePort Financial Solutions
Iowa
$258K
WA
1703
Westfuller Advisors
New York
$257K
GCM
1704
G2 Capital Management
Ohio
$256K
WPA
1705
West Paces Advisors
Georgia
$255K
TSW
1706
Thompson Siegel & Walmsley
Virginia
$255K
AHL
1707
Abel Hall LLC
Louisiana
$254K
ABC
1708
Associated Banc-Corp
Wisconsin
$254K
SWA
1709
Strategies Wealth Advisors
Michigan
$254K
SWP
1710
Semus Wealth Partners
Florida
$253K
MFIM
1711
Mesirow Financial Investment Management
Illinois
$253K
JF
1712
JSF Financial
California
$252K
WCFA
1713
Walkner Condon Financial Advisors
Wisconsin
$251K
JSAM
1714
J. Safra Asset Management
New York
$251K
WH
1715
Wallace Hart
Kentucky
$250K
CFS
1716
Commonwealth Financial Services
West Virginia
$250K
HFP
1717
Holistic Financial Partners
Indiana
$250K
HKIMG
1718
Hutchens & Kramer Investment Management Group
Indiana
$250K
GSWM
1719
Greenup Street Wealth Management
Michigan
$249K
AWM
1720
Abound Wealth Management
Tennessee
$249K
CSA
1721
Cornerstone Select Advisors
Missouri
$248K
OA
1722
Operose Advisors
Wisconsin
$248K
HTC
1723
Haverford Trust Company
Pennsylvania
$248K
NAMNJ
1724
NorthStar Asset Management (New Jersey)
New Jersey
$247K
HPM
1725
Hoxton Planning & Management
West Virginia
$246K