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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
SWM
1801
SFG Wealth Management
Maryland
$276K
QWM
1802
Quaker Wealth Management
New Jersey
$275K
AC
1803
Allstate Corporation
Illinois
$274K
AF
1804
Apexium Financial
Texas
$274K
HTC
1805
Haverford Trust Company
Pennsylvania
$274K
EAM
1806
Evanson Asset Management
California
$273K
SIG
1807
Spinnaker Investment Group
California
$273K
FFA
1808
Fi3 Financial Advisors
Indiana
$273K
OAM
1809
Oxford Asset Management
United Kingdom
$272K
CCWM
1810
Correct Capital Wealth Management
Missouri
$272K
HA
1811
Harbor Advisors
Florida
$272K
Dodge & Cox
1812
Dodge & Cox
California
$272K
CWIG
1813
Chung Wu Investment Group
Texas
$272K
FFA
1814
Florida Financial Advisors
Florida
$272K
PW
1815
PUREfi Wealth
Massachusetts
$271K
MWM
1816
MinichMacGregor Wealth Management
New York
$271K
KCPG
1817
Kavar Capital Partners Group
Kansas
$270K
CWM
1818
Cherrydale Wealth Management
New Jersey
$270K
FAC
1819
Financial Advisory Corporation
Michigan
$269K
MIFH
1820
Migdal Insurance & Financial Holdings
Israel
$268K
FWI
1821
Facet Wealth Inc
Maryland
$267K
WRPWM
1822
Werba Rubin Papier Wealth Management
California
$267K
CFP
1823
Cascade Financial Partners
California
$266K
SEP
1824
Southland Equity Partners
Missouri
$264K
MWM
1825
MGB Wealth Management
Texas
$264K