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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
BIA
1751
Benchmark Investment Advisors
Illinois
$233K
MCM
1752
Mengis Capital Management
Oregon
$233K
AF
1753
Apexium Financial
Texas
$233K
JCM
1754
Jacobi Capital Management
Pennsylvania
$233K
RZH
1755
Relyea Zuckerberg Hanson
Connecticut
$232K
SIG
1756
Spinnaker Investment Group
California
$232K
WSWA
1757
Warren Street Wealth Advisors
California
$232K
ADL
1758
Asset Dedication LLC
California
$231K
SFO
1759
Stenger Family Office
Illinois
$231K
LSPW
1760
Lake Street Private Wealth
Illinois
$231K
RSC
1761
Red Spruce Capital
Pennsylvania
$229K
PFM
1762
Patton Fund Management
Texas
$228K
GAM
1763
Gemmer Asset Management
California
$228K
SWM
1764
SFG Wealth Management
Maryland
$228K
NCM
1765
Novare Capital Management
North Carolina
$227K
PWA
1766
Provenance Wealth Advisors
Florida
$226K
QWM
1767
Quaker Wealth Management
New Jersey
$226K
WG
1768
Welch Group
Alabama
$226K
Financial Engines Advisors
1769
Financial Engines Advisors
California
$226K
PW
1770
PUREfi Wealth
Massachusetts
$225K
EAM
1771
Evanson Asset Management
California
$225K
OWP
1772
Obermeyer Wealth Partners
Colorado
$224K
KFS
1773
Kaizen Financial Strategies
California
$224K
Dodge & Cox
1774
Dodge & Cox
California
$224K
HA
1775
Harbor Advisors
Florida
$224K