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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
CFP
1801
Cascade Financial Partners
California
$243K
CWA
1802
Canvas Wealth Advisors
Kansas
$242K
AW
1803
Alteri Wealth
California
$241K
PMFA
1804
Plante Moran Financial Advisors
Michigan
$240K
PSP
1805
Principal Street Partners
Tennessee
$240K
RDFA
1806
Ritter Daniher Financial Advisory
Ohio
$240K
WCFA
1807
Walkner Condon Financial Advisors
Wisconsin
$238K
TFF
1808
The Family Firm
Maryland
$238K
CFD
1809
Creative Financial Designs
Indiana
$237K
PL
1810
Plancorp LLC
Missouri
$237K
CA
1811
Calton & Associates
Florida
$237K
CFS
1812
CRA Financial Services
New Jersey
$237K
NAM
1813
NTV Asset Management
West Virginia
$236K
1WM
1814
1900 Wealth Management
Texas
$235K
HIIFS
1815
Harel Insurance Investments & Financial Services
Israel
$235K
MFC
1816
Morris Financial Concepts
South Carolina
$235K
UIA
1817
Ulland Investment Advisors
Minnesota
$234K
AF
1818
Apexium Financial
Texas
$234K
CPW
1819
Cove Private Wealth
New York
$232K
SEP
1820
Southland Equity Partners
Missouri
$232K
SIMG
1821
Stephens Investment Management Group
Texas
$230K
HWM
1822
Heirloom Wealth Management
Colorado
$230K
KCM
1823
Kanawha Capital Management
Virginia
$229K
CWM
1824
Cherrydale Wealth Management
New Jersey
$229K
SC
1825
Seldon Capital
California
$229K