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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1776
Novare Capital Management
North Carolina
$253K
VBCG
1777
Valley Brook Capital Group
Pennsylvania
$253K
AWM
1778
Abound Wealth Management
Tennessee
$252K
SWM
1779
SFG Wealth Management
Maryland
$251K
Tudor Investment Corp
1780
Tudor Investment Corp
Connecticut
$251K
MIFH
1781
Migdal Insurance & Financial Holdings
Israel
$250K
CCWM
1782
Correct Capital Wealth Management
Missouri
$248K
Dodge & Cox
1783
Dodge & Cox
California
$248K
HA
1784
Harbor Advisors
Florida
$248K
LIP
1785
Lighthouse Investment Partners
Florida
$248K
NRD
1786
Nebula Research & Development
New York
$247K
PIN
1787
Prudent Investors Network
California
$247K
GAM
1788
Gemmer Asset Management
California
$247K
GWM
1789
Gibbs Wealth Management
Georgia
$247K
QPWM
1790
Quadrant Private Wealth Management
Pennsylvania
$246K
KCPG
1791
Kavar Capital Partners Group
Kansas
$246K
MFA
1792
Mayflower Financial Advisors
Massachusetts
$245K
SAM
1793
S.A. Mason
Michigan
$245K
FAC
1794
Financial Advisory Corporation
Michigan
$245K
FFA
1795
First Foundation Advisors
California
$245K
MBT
1796
Montecito Bank & Trust
California
$244K
BAM
1797
Berkshire Asset Management
Pennsylvania
$244K
USWIA
1798
UP Strategic Wealth Investment Advisors
Pennsylvania
$244K
ADL
1799
Asset Dedication LLC
California
$243K
WRPWM
1800
Werba Rubin Papier Wealth Management
California
$243K