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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
WRPWM
1776
Werba Rubin Papier Wealth Management
California
$219K
CFP
1777
Cascade Financial Partners
California
$219K
FHWM
1778
Fox Hill Wealth Management
Massachusetts
$219K
CWG
1779
Crown Wealth Group
North Carolina
$217K
MWM
1780
MGB Wealth Management
Texas
$217K
VBCG
1781
Valley Brook Capital Group
Pennsylvania
$217K
RDFA
1782
Ritter Daniher Financial Advisory
Ohio
$216K
MFC
1783
Morris Financial Concepts
South Carolina
$216K
WFA
1784
WMG Financial Advisors
Tennessee
$216K
ML
1785
McAdam LLC
Pennsylvania
$216K
SP
1786
Stonebrook Private
Michigan
$216K
BSI
1787
Bennett Selby Investments
Maine
$216K
RS
1788
Rakuten Securities
Japan
$216K
NAM
1789
NTV Asset Management
West Virginia
$215K
BDF
1790
Black Diamond Financial
Maryland
$215K
MIFH
1791
Migdal Insurance & Financial Holdings
Israel
$215K
RFA
1792
Register Financial Advisors
Georgia
$214K
WW
1793
Waterfront Wealth
Kansas
$211K
OBWG
1794
Onyx Bridge Wealth Group
New York
$210K
CC
1795
Corton Capital
Ontario, Canada
$209K
EFG
1796
Embree Financial Group
Illinois
$209K
SFG
1797
Sunburst Financial Group
Alabama
$208K
CWM
1798
Cherrydale Wealth Management
New Jersey
$207K
SC
1799
Seldon Capital
California
$207K
MFA
1800
Mayflower Financial Advisors
Massachusetts
$206K