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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1751
Mitchell McLeod Pugh & Williams
Alabama
$240K -$56.1K -117 -21%
AWM
1752
Aprio Wealth Management
Georgia
$239K -$42.7K -89 -14%
NG
1753
Novem Group
New York
$237K -$151K -314 -37%
PA
1754
PharVision Advisers
Florida
$237K +$255K +531 New
SP
1755
Successful Portfolios
Florida
$237K -$34.6K -72 -12%
TWM
1756
Tripletail Wealth Management
Florida
$234K +$4.32K +9 +2%
MCM
1757
MV Capital Management
Maryland
$234K -$4.32K -9 -2%
MSAM
1758
Moloney Securities Asset Management
Missouri
$234K -$89.3K -186 -26%
BIA
1759
Benchmark Investment Advisors
Illinois
$233K +$250K +522 New
MCM
1760
Mengis Capital Management
Oregon
$233K
AF
1761
Apexium Financial
Texas
$233K +$8.16K +17 +3%
JCM
1762
Jacobi Capital Management
Pennsylvania
$233K +$3.84K +8 +2%
RZH
1763
Relyea Zuckerberg Hanson
Connecticut
$232K -$99.8K -208 -29%
SIG
1764
Spinnaker Investment Group
California
$232K +$8.16K +17 +3%
WSWA
1765
Warren Street Wealth Advisors
California
$232K -$16.8K -35 -6%
ADL
1766
Asset Dedication LLC
California
$231K +$3.84K +8 +2%
SFO
1767
Stenger Family Office
Illinois
$231K +$201K +419 New
LSPW
1768
Lake Street Private Wealth
Illinois
$231K +$48K +100 +24%
RSC
1769
Red Spruce Capital
Pennsylvania
$229K +$245K +511 New
PFM
1770
Patton Fund Management
Texas
$228K -$2.12M -4,419 -90%
GAM
1771
Gemmer Asset Management
California
$228K
SWM
1772
SFG Wealth Management
Maryland
$228K +$960 +2 +0.4%
NCM
1773
Novare Capital Management
North Carolina
$227K -$1.44K -3 -0.6%
PWA
1774
Provenance Wealth Advisors
Florida
$226K -$12.5K -26 -5%
QWM
1775
Quaker Wealth Management
New Jersey
$226K -$480 -1 -0.2%