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Intuitive Surgical

2,243 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,023 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
1801
One Wealth Capital Management
Arizona
$283K
SLC
1802
Second Line Capital
Louisiana
$283K
FHWM
1803
Fox Hill Wealth Management
Massachusetts
$279K
JCM
1804
Jacobi Capital Management
Pennsylvania
$278K
NCM
1805
Novare Capital Management
North Carolina
$277K
GAM
1806
Gemmer Asset Management
California
$277K
DWG
1807
Darden Wealth Group
Michigan
$277K
ADL
1808
Asset Dedication LLC
California
$277K
AWM
1809
Aries Wealth Management
Maine
$276K
FG
1810
Foster Group
Iowa
$276K
AWM
1811
Abound Wealth Management
Tennessee
$276K
SWM
1812
SFG Wealth Management
Maryland
$276K
QWM
1813
Quaker Wealth Management
New Jersey
$275K
AC
1814
Allstate Corporation
Illinois
$274K
AF
1815
Apexium Financial
Texas
$274K
HTC
1816
Haverford Trust Company
Pennsylvania
$274K
EAM
1817
Evanson Asset Management
California
$273K
SIG
1818
Spinnaker Investment Group
California
$273K
FFA
1819
Fi3 Financial Advisors
Indiana
$273K
OAM
1820
Oxford Asset Management
United Kingdom
$272K
Dodge & Cox
1821
Dodge & Cox
California
$272K
HA
1822
Harbor Advisors
Florida
$272K
CCWM
1823
Correct Capital Wealth Management
Missouri
$272K
CWIG
1824
Chung Wu Investment Group
Texas
$272K
FFA
1825
Florida Financial Advisors
Florida
$272K