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Intuitive Surgical

2,162 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 234 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
2,162
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
WA
1726
Whipplewood Advisors
Colorado
$285K
FA
1727
FDx Advisors
Illinois
$283K
HI
1728
Hendershot Investments
Virginia
$283K
TWM
1729
Topsail Wealth Management
North Carolina
$283K
HKIMG
1730
Hutchens & Kramer Investment Management Group
Indiana
$282K
PFG
1731
PAX Financial Group
Texas
$281K
Flossbach Von Storch
1732
Flossbach Von Storch
Germany
$280K
CFS
1733
Commonwealth Financial Services
West Virginia
$279K
MYIA
1734
Mount Yale Investment Advisors
Colorado
$278K
RIL
1735
Rothschild Investment LLC
Illinois
$278K
WH
1736
Wallace Hart
Kentucky
$277K
GSWM
1737
Greenup Street Wealth Management
Michigan
$276K
HFP
1738
Holistic Financial Partners
Indiana
$276K
MMPW
1739
Mitchell McLeod Pugh & Williams
Alabama
$276K
BWM
1740
BlackDiamond Wealth Management
New York
$275K
SIC
1741
SFE Investment Counsel
California
$273K
RP
1742
Rice Partnership
Hawaii
$272K
SFG
1743
Stonebridge Financial Group
Pennsylvania
$271K
OWCM
1744
One Wealth Capital Management
Arizona
$271K
TAM
1745
Trillium Asset Management
Massachusetts
$271K
NRC
1746
New Republic Capital
North Carolina
$271K
SAI
1747
Savvy Advisors Inc
New York
$270K
PGCM
1748
Prescott Group Capital Management
Oklahoma
$270K
GKFF
1749
George Kaiser Family Foundation
Oklahoma
$270K
FWA
1750
FSM Wealth Advisors
Ohio
$270K