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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1801
Morris Financial Concepts
South Carolina
$216K +$3.84K +8 +2%
WFA
1802
WMG Financial Advisors
Tennessee
$216K +$35.5K +74 +18%
ML
1803
McAdam LLC
Pennsylvania
$216K -$123K -256 -35%
SP
1804
Stonebrook Private
Michigan
$216K -$28.3K -59 -11%
BSI
1805
Bennett Selby Investments
Maine
$216K +$24K +50 +12%
RS
1806
Rakuten Securities
Japan
$216K +$78.7K +164 +52%
NAM
1807
NTV Asset Management
West Virginia
$215K +$2.4K +5 +1%
BDF
1808
Black Diamond Financial
Maryland
$215K +$231K +481 New
MIFH
1809
Migdal Insurance & Financial Holdings
Israel
$215K -$3.84K -8 -2%
RFA
1810
Register Financial Advisors
Georgia
$214K -$20.6K -43 -8%
BCM
1811
Boreal Capital Management
Florida
$213K
WW
1812
Waterfront Wealth
Kansas
$211K +$4.8K +10 +3%
OBWG
1813
Onyx Bridge Wealth Group
New York
$210K -$3.36K -7 -1%
CC
1814
Corton Capital
Ontario, Canada
$209K +$25.9K +54 +13%
EFG
1815
Embree Financial Group
Illinois
$209K +$29.8K +62 +15%
SFG
1816
Sunburst Financial Group
Alabama
$208K +$223K +465 New
CWM
1817
Cherrydale Wealth Management
New Jersey
$207K -$16.3K -34 -7%
SC
1818
Seldon Capital
California
$207K
MFA
1819
Mayflower Financial Advisors
Massachusetts
$206K -$10.6K -22 -5%
C
1820
Covestor
United Kingdom
$206K +$18.2K +38 +9%
AW
1821
Alteri Wealth
California
$206K -$1.92K -4 -0.9%
CFFP
1822
Center for Financial Planning
Michigan
$205K
DWM
1823
Daner Wealth Management
Georgia
$204K +$219K +457 New
SSWM
1824
Strait & Sound Wealth Management
California
$203K -$180K -376 -45%
AGC
1825
Aspen Grove Capital
Colorado
$203K -$8.16K -17 -4%