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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
PA
1726
PharVision Advisers
Florida
$237K
SP
1727
Successful Portfolios
Florida
$237K
TWM
1728
Tripletail Wealth Management
Florida
$234K
MSAM
1729
Moloney Securities Asset Management
Missouri
$234K
BIA
1730
Benchmark Investment Advisors
Illinois
$233K
MCM
1731
Mengis Capital Management
Oregon
$233K
AF
1732
Apexium Financial
Texas
$233K
JCM
1733
Jacobi Capital Management
Pennsylvania
$233K
RZH
1734
Relyea Zuckerberg Hanson
Connecticut
$232K
SIG
1735
Spinnaker Investment Group
California
$232K
WSWA
1736
Warren Street Wealth Advisors
California
$232K
ADL
1737
Asset Dedication LLC
California
$231K
SFO
1738
Stenger Family Office
Illinois
$231K
LSPW
1739
Lake Street Private Wealth
Illinois
$231K
RSC
1740
Red Spruce Capital
Pennsylvania
$229K
PFM
1741
Patton Fund Management
Texas
$228K
GAM
1742
Gemmer Asset Management
California
$228K
SWM
1743
SFG Wealth Management
Maryland
$228K
NCM
1744
Novare Capital Management
North Carolina
$227K
PWA
1745
Provenance Wealth Advisors
Florida
$226K
QWM
1746
Quaker Wealth Management
New Jersey
$226K
WG
1747
Welch Group
Alabama
$226K
Financial Engines Advisors
1748
Financial Engines Advisors
California
$226K
PW
1749
PUREfi Wealth
Massachusetts
$225K
EAM
1750
Evanson Asset Management
California
$225K