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Intuitive Surgical

2,243 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,023 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1726
Confluence Wealth Services
Pennsylvania
$337K
BFA
1727
Beaumont Financial Advisors
Massachusetts
$337K
KLCM
1728
KG&L Capital Management
Louisiana
$337K
SHF
1729
Safe Harbor Fiduciary
Florida
$335K
PC
1730
Promus Capital
Illinois
$335K
JCM
1731
Jacobsen Capital Management
Utah
$334K
AFS
1732
Anderson Financial Strategies
Ohio
$334K
SLG
1733
Stanley-Laman Group
Pennsylvania
$334K
MFIM
1734
Mesirow Financial Investment Management
Illinois
$333K
SFCL
1735
Strengthening Families & Communities LLC
Massachusetts
$333K
SHWM
1736
Smith & Howard Wealth Management
Georgia
$333K
PWM
1737
Pines Wealth Management
North Carolina
$328K
BI
1738
Beckerman Institutional
New Jersey
$328K
CPRC
1739
Consolidated Portfolio Review Corp
New York
$328K
SP
1740
Successful Portfolios
Florida
$327K
RSS
1741
Rosenblum Silverman Sutton
California
$326K
SCA
1742
Southern Capital Advisors
Tennessee
$326K
VFG
1743
V2 Financial group
Illinois
$326K
VI
1744
Versor Investments
New York
$325K
WPA
1745
West Paces Advisors
Georgia
$323K
WA
1746
Wambolt & Associates
Colorado
$323K
LIM
1747
Letson Investment Management
Georgia
$322K
TWA
1748
TCI Wealth Advisors
Arizona
$321K
BCM
1749
Becker Capital Management
Oregon
$321K
ST
1750
Smithfield Trust
Pennsylvania
$321K