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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
CIS
1751
Custom Index Systems
New York
$321K
AWM
1752
Aviso Wealth Management
Washington
$320K
WC
1753
Whitney & Co
New York
$319K
PCM
1754
Princeton Capital Management
New Jersey
$319K
Alyeska Investment Group
1755
Alyeska Investment Group
Illinois
$318K
BW
1756
Blalock Williams
Alabama
$317K
EGWAG
1757
Elwood & Goetz Wealth Advisory Group
Georgia
$315K
AA
1758
Armis Advisers
Georgia
$314K
BFS
1759
BridgePort Financial Solutions
Iowa
$313K
TSW
1760
Thompson Siegel & Walmsley
Virginia
$313K
WCFA
1761
Walkner Condon Financial Advisors
Wisconsin
$311K
BWM
1762
BlackDiamond Wealth Management
New York
$311K
EC
1763
EdgeRock Capital
Colorado
$311K
JHC
1764
J. Hagan Capital
Kentucky
$310K
HPM
1765
Hoxton Planning & Management
West Virginia
$309K
FA
1766
FDx Advisors
Illinois
$309K
ABC
1767
Associated Banc-Corp
Wisconsin
$309K
PA
1768
Procyon Advisors
Connecticut
$307K
HFP
1769
Holistic Financial Partners
Indiana
$307K
SIM
1770
Stratos Investment Management
Ohio
$306K
SFC
1771
Strategic Financial Concepts
Texas
$306K
GSWM
1772
Greenup Street Wealth Management
Michigan
$306K
OWA
1773
Opal Wealth Advisors
New York
$305K
WH
1774
Wallace Hart
Kentucky
$304K
MMPW
1775
Mitchell McLeod Pugh & Williams
Alabama
$303K