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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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

28% less funds holding in top 10

Funds holding in top 10: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
GGA
1801
Granite Group Advisors
Connecticut
$202K
CAL
1802
Capital Analysts LLC
Pennsylvania
$202K
BCP
1803
Berkeley Capital Partners
Georgia
$202K
WLIM
1804
White Lighthouse Investment Management
Massachusetts
$201K
HWM
1805
Heirloom Wealth Management
Colorado
$201K
FPW
1806
Flagship Private Wealth
Massachusetts
$201K
COCM
1807
Charter Oak Capital Management
New Hampshire
$201K
PWAM
1808
Private Wealth Asset Management
Iowa
$199K
PAS
1809
Point72 Asia (Singapore)
Singapore
$197K
VC
1810
Vestor Capital
Illinois
$195K
CSPIA
1811
Cary Street Partners Investment Advisory
Virginia
$191K
DWM
1812
Darwin Wealth Management
Florida
$188K
BCM
1813
Blume Capital Management
California
$186K
HI
1814
Hendershot Investments
Virginia
$179K
RA
1815
Rise Advisors
New York
$178K
WA
1816
WPG Advisers
Maryland
$176K
TFA
1817
Toth Financial Advisory
Virginia
$170K
OP
1818
ORG Partners
Indiana
$170K
PWS
1819
Peterson Wealth Services
Utah
$169K
ACM
1820
Adalta Capital Management
New York
$168K
OCM
1821
Osterweis Capital Management
California
$165K
MMC
1822
Mizuho Markets Cayman
Cayman Islands
$165K
BC
1823
Bayforest Capital
United Kingdom
$164K
CG
1824
Curat Global
New Hampshire
$161K
CT
1825
Colonial Trust
South Carolina
$158K