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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
SFCL
1726
Strengthening Families & Communities LLC
Massachusetts
$333K
SHWM
1727
Smith & Howard Wealth Management
Georgia
$333K
PWM
1728
Pines Wealth Management
North Carolina
$328K
BI
1729
Beckerman Institutional
New Jersey
$328K
CPRC
1730
Consolidated Portfolio Review Corp
New York
$328K
SP
1731
Successful Portfolios
Florida
$327K
VFG
1732
V2 Financial group
Illinois
$326K
SCA
1733
Southern Capital Advisors
Tennessee
$326K
RSS
1734
Rosenblum Silverman Sutton
California
$326K
VI
1735
Versor Investments
New York
$325K
WPA
1736
West Paces Advisors
Georgia
$323K
WA
1737
Wambolt & Associates
Colorado
$323K
LIM
1738
Letson Investment Management
Georgia
$322K
TWA
1739
TCI Wealth Advisors
Arizona
$321K
BCM
1740
Becker Capital Management
Oregon
$321K
ST
1741
Smithfield Trust
Pennsylvania
$321K
CIS
1742
Custom Index Systems
New York
$321K
AWM
1743
Aviso Wealth Management
Washington
$320K
WC
1744
Whitney & Co
New York
$319K
PCM
1745
Princeton Capital Management
New Jersey
$319K
Alyeska Investment Group
1746
Alyeska Investment Group
Illinois
$318K
EGWAG
1747
Elwood & Goetz Wealth Advisory Group
Georgia
$315K
AA
1748
Armis Advisers
Georgia
$314K
BFS
1749
BridgePort Financial Solutions
Iowa
$313K
TSW
1750
Thompson Siegel & Walmsley
Virginia
$313K