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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 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
2,163
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
NWM
1751
Northwest Wealth Management
Iowa
$269K
NC
1752
Napatree Capital
Rhode Island
$269K
HAS
1753
HBW Advisory Services
California
$268K
SG
1754
Somerset Group
Minnesota
$267K
C
1755
Covestor
United Kingdom
$265K
IA
1756
IFG Advisory
Georgia
$265K
MCM
1757
MV Capital Management
Maryland
$263K
FWP
1758
Forefront Wealth Partners
Texas
$263K
AWM
1759
Aries Wealth Management
Maine
$263K
GAA
1760
Green Alpha Advisors
Colorado
$262K
CWC
1761
Carolinas Wealth Consulting
North Carolina
$261K
LRWM
1762
Lord & Richards Wealth Management
Colorado
$261K
SP
1763
Stonebrook Private
Michigan
$261K
AWM
1764
Atticus Wealth Management
Florida
$260K
SI
1765
Seeds Investor
New York
$260K
EC
1766
EdgeRock Capital
Colorado
$260K
RRA
1767
Round Rock Advisors
Connecticut
$259K
MCM
1768
Mengis Capital Management
Oregon
$258K
CFG
1769
CMC Financial Group
Georgia
$258K
BIA
1770
Benchmark Investment Advisors
Illinois
$257K
CIS
1771
Continental Investors Services
Washington
$257K
SIG
1772
Spinnaker Investment Group
California
$257K
Wolverine Trading
1773
Wolverine Trading
Illinois
$255K
PB
1774
Pinnacle Bancorp
Nebraska
$253K
WFMPM
1775
Woodley Farra Manion Portfolio Management
Indiana
$253K