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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 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

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
MIFH
1801
Migdal Insurance & Financial Holdings
Israel
$215K
RFA
1802
Register Financial Advisors
Georgia
$214K
BCM
1803
Boreal Capital Management
Florida
$213K
WW
1804
Waterfront Wealth
Kansas
$211K
OBWG
1805
Onyx Bridge Wealth Group
New York
$210K
CC
1806
Corton Capital
Ontario, Canada
$209K
EFG
1807
Embree Financial Group
Illinois
$209K
SFG
1808
Sunburst Financial Group
Alabama
$208K
CWM
1809
Cherrydale Wealth Management
New Jersey
$207K
SC
1810
Seldon Capital
California
$207K
MFA
1811
Mayflower Financial Advisors
Massachusetts
$206K
C
1812
Covestor
United Kingdom
$206K
AW
1813
Alteri Wealth
California
$206K
CFFP
1814
Center for Financial Planning
Michigan
$205K
DWM
1815
Daner Wealth Management
Georgia
$204K
SSWM
1816
Strait & Sound Wealth Management
California
$203K
AGC
1817
Aspen Grove Capital
Colorado
$203K
BAM
1818
Berkshire Asset Management
Pennsylvania
$203K
WFG
1819
Wills Financial Group
Virginia
$203K
BIM
1820
Breakwater Investment Management
Washington
$202K
GGA
1821
Granite Group Advisors
Connecticut
$202K
CAL
1822
Capital Analysts LLC
Pennsylvania
$202K
BCP
1823
Berkeley Capital Partners
Georgia
$202K
WLIM
1824
White Lighthouse Investment Management
Massachusetts
$201K
FPW
1825
Flagship Private Wealth
Massachusetts
$201K