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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
OWP
1751
Obermeyer Wealth Partners
Colorado
$224K
KFS
1752
Kaizen Financial Strategies
California
$224K
Dodge & Cox
1753
Dodge & Cox
California
$224K
HA
1754
Harbor Advisors
Florida
$224K
CCWM
1755
Correct Capital Wealth Management
Missouri
$224K
LI
1756
LifeWealth Investments
Florida
$223K
EC
1757
EdgeRock Capital
Colorado
$222K
AA
1758
Acorns Advisers
California
$222K
KCPG
1759
Kavar Capital Partners Group
Kansas
$222K
FAC
1760
Financial Advisory Corporation
Michigan
$221K
CFO
1761
CVA Family Office
Colorado
$221K
VWM
1762
Vigilare Wealth Management
Arizona
$220K
PSP
1763
Principal Street Partners
Tennessee
$220K
RIL
1764
Rothschild Investment LLC
Illinois
$220K
SEP
1765
Southland Equity Partners
Missouri
$220K
WRPWM
1766
Werba Rubin Papier Wealth Management
California
$219K
CFP
1767
Cascade Financial Partners
California
$219K
FHWM
1768
Fox Hill Wealth Management
Massachusetts
$219K
CWG
1769
Crown Wealth Group
North Carolina
$217K
MWM
1770
MGB Wealth Management
Texas
$217K
VBCG
1771
Valley Brook Capital Group
Pennsylvania
$217K
RDFA
1772
Ritter Daniher Financial Advisory
Ohio
$216K
MFC
1773
Morris Financial Concepts
South Carolina
$216K
WFA
1774
WMG Financial Advisors
Tennessee
$216K
ML
1775
McAdam LLC
Pennsylvania
$216K