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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
PFM
1751
Patton Fund Management
Texas
$228K
GAM
1752
Gemmer Asset Management
California
$228K
SWM
1753
SFG Wealth Management
Maryland
$228K
NCM
1754
Novare Capital Management
North Carolina
$227K
PWA
1755
Provenance Wealth Advisors
Florida
$226K
QWM
1756
Quaker Wealth Management
New Jersey
$226K
WG
1757
Welch Group
Alabama
$226K
Financial Engines Advisors
1758
Financial Engines Advisors
California
$226K
PW
1759
PUREfi Wealth
Massachusetts
$225K
EAM
1760
Evanson Asset Management
California
$225K
OWP
1761
Obermeyer Wealth Partners
Colorado
$224K
KFS
1762
Kaizen Financial Strategies
California
$224K
Dodge & Cox
1763
Dodge & Cox
California
$224K
HA
1764
Harbor Advisors
Florida
$224K
CCWM
1765
Correct Capital Wealth Management
Missouri
$224K
LI
1766
LifeWealth Investments
Florida
$223K
EC
1767
EdgeRock Capital
Colorado
$222K
AA
1768
Acorns Advisers
California
$222K
KCPG
1769
Kavar Capital Partners Group
Kansas
$222K
FAC
1770
Financial Advisory Corporation
Michigan
$221K
CFO
1771
CVA Family Office
Colorado
$221K
VWM
1772
Vigilare Wealth Management
Arizona
$220K
PSP
1773
Principal Street Partners
Tennessee
$220K
RIL
1774
Rothschild Investment LLC
Illinois
$220K
SEP
1775
Southland Equity Partners
Missouri
$220K