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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
WCFA
1751
Walkner Condon Financial Advisors
Wisconsin
$311K
BWM
1752
BlackDiamond Wealth Management
New York
$311K
EC
1753
EdgeRock Capital
Colorado
$311K
HPM
1754
Hoxton Planning & Management
West Virginia
$309K
FA
1755
FDx Advisors
Illinois
$309K
ABC
1756
Associated Banc-Corp
Wisconsin
$309K
PA
1757
Procyon Advisors
Connecticut
$307K
HFP
1758
Holistic Financial Partners
Indiana
$307K
SIM
1759
Stratos Investment Management
Ohio
$306K
SFC
1760
Strategic Financial Concepts
Texas
$306K
GSWM
1761
Greenup Street Wealth Management
Michigan
$306K
OWA
1762
Opal Wealth Advisors
New York
$305K
WH
1763
Wallace Hart
Kentucky
$304K
MMPW
1764
Mitchell McLeod Pugh & Williams
Alabama
$303K
CFS
1765
Commonwealth Financial Services
West Virginia
$301K
WSWA
1766
Warren Street Wealth Advisors
California
$301K
TWM
1767
Topsail Wealth Management
North Carolina
$300K
RP
1768
Rice Partnership
Hawaii
$298K
AI
1769
Arvest Investments
Arkansas
$297K
RIL
1770
Rothschild Investment LLC
Illinois
$296K
IA
1771
IFG Advisory
Georgia
$296K
NWM
1772
Northwest Wealth Management
Iowa
$295K
CFS
1773
CRA Financial Services
New Jersey
$295K
CPA
1774
Capital Performance Advisors
California
$295K
SP
1775
Stonebrook Private
Michigan
$294K