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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
WG
1776
Welch Group
Alabama
$226K +$21.6K +45 +10%
Financial Engines Advisors
1777
Financial Engines Advisors
California
$226K -$169K -352 -41%
PW
1778
PUREfi Wealth
Massachusetts
$225K +$2.88K +6 +1%
EAM
1779
Evanson Asset Management
California
$225K
OWP
1780
Obermeyer Wealth Partners
Colorado
$224K +$22.1K +46 +10%
KFS
1781
Kaizen Financial Strategies
California
$224K +$2.4K +5 +1%
CCWM
1782
Correct Capital Wealth Management
Missouri
$224K
Dodge & Cox
1783
Dodge & Cox
California
$224K
HA
1784
Harbor Advisors
Florida
$224K
EC
1785
EdgeRock Capital
Colorado
$222K -$37K -77 -13%
AA
1786
Acorns Advisers
California
$222K +$54.2K +113 +30%
KCPG
1787
Kavar Capital Partners Group
Kansas
$222K
FAC
1788
Financial Advisory Corporation
Michigan
$221K
CFO
1789
CVA Family Office
Colorado
$221K -$79.7K -166 -25%
VWM
1790
Vigilare Wealth Management
Arizona
$220K -$327K -681 -58%
PSP
1791
Principal Street Partners
Tennessee
$220K -$223K -465 -49%
RIL
1792
Rothschild Investment LLC
Illinois
$220K -$25K -52 -10%
SEP
1793
Southland Equity Partners
Missouri
$220K +$2.88K +6 +1%
WRPWM
1794
Werba Rubin Papier Wealth Management
California
$219K -$480 -1 -0.2%
CFP
1795
Cascade Financial Partners
California
$219K
FHWM
1796
Fox Hill Wealth Management
Massachusetts
$219K -$12K -25 -5%
CWG
1797
Crown Wealth Group
North Carolina
$217K +$29.3K +61 +14%
MWM
1798
MGB Wealth Management
Texas
$217K
VBCG
1799
Valley Brook Capital Group
Pennsylvania
$217K
RDFA
1800
Ritter Daniher Financial Advisory
Ohio
$216K