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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
1801
Ritter Daniher Financial Advisory
Ohio
$240K +$50.5K +102 +27%
WCFA
1802
Walkner Condon Financial Advisors
Wisconsin
$238K +$238K +481 New
TFF
1803
The Family Firm
Maryland
$238K -$16.3K -33 -6%
CFD
1804
Creative Financial Designs
Indiana
$237K -$7.43K -15 -3%
PL
1805
Plancorp LLC
Missouri
$237K +$24.3K +49 +11%
CA
1806
Calton & Associates
Florida
$237K +$237K +479 New
CFS
1807
CRA Financial Services
New Jersey
$237K +$39.6K +80 +20%
NAM
1808
NTV Asset Management
West Virginia
$236K +$236K +476 New
1WM
1809
1900 Wealth Management
Texas
$235K +$41.1K +83 +21%
HIIFS
1810
Harel Insurance Investments & Financial Services
Israel
$235K +$235K +475 New
MFC
1811
Morris Financial Concepts
South Carolina
$235K +$4.46K +9 +2%
UIA
1812
Ulland Investment Advisors
Minnesota
$234K -$131K -265 -36%
AF
1813
Apexium Financial
Texas
$234K +$27.7K +56 +13%
CPW
1814
Cove Private Wealth
New York
$232K +$232K +469 New
SEP
1815
Southland Equity Partners
Missouri
$232K -$2.97K -6 -1%
HWM
1816
Heirloom Wealth Management
Colorado
$230K
SIMG
1817
Stephens Investment Management Group
Texas
$230K
KCM
1818
Kanawha Capital Management
Virginia
$229K -$2.48K -5 -1%
CWM
1819
Cherrydale Wealth Management
New Jersey
$229K -$1.49K -3 -0.6%
SC
1820
Seldon Capital
California
$229K
MAC
1821
Mason & Associates (California)
California
$229K +$14.9K +30 +7%
PW
1822
PUREfi Wealth
Massachusetts
$229K +$229K +462 New
OWA
1823
Opal Wealth Advisors
New York
$228K -$25.3K -51 -10%
GPW
1824
Genesis Private Wealth
Virginia
$228K +$228K +461 New
WSWA
1825
Warren Street Wealth Advisors
California
$228K -$3.47K -7 -1%