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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
C
1801
Covestor
United Kingdom
$206K
SWGC
1802
Summit Wealth Group (Colorado)
Colorado
$206K
AW
1803
Alteri Wealth
California
$206K
CFFP
1804
Center for Financial Planning
Michigan
$205K
DWM
1805
Daner Wealth Management
Georgia
$204K
SSWM
1806
Strait & Sound Wealth Management
California
$203K
AGC
1807
Aspen Grove Capital
Colorado
$203K
BAM
1808
Berkshire Asset Management
Pennsylvania
$203K
WFG
1809
Wills Financial Group
Virginia
$203K
BIM
1810
Breakwater Investment Management
Washington
$202K
GGA
1811
Granite Group Advisors
Connecticut
$202K
CAL
1812
Capital Analysts LLC
Pennsylvania
$202K
BCP
1813
Berkeley Capital Partners
Georgia
$202K
WLIM
1814
White Lighthouse Investment Management
Massachusetts
$201K
HWM
1815
Heirloom Wealth Management
Colorado
$201K
FPW
1816
Flagship Private Wealth
Massachusetts
$201K
COCM
1817
Charter Oak Capital Management
New Hampshire
$201K
PWAM
1818
Private Wealth Asset Management
Iowa
$199K
PAS
1819
Point72 Asia (Singapore)
Singapore
$197K
VC
1820
Vestor Capital
Illinois
$195K
CSPIA
1821
Cary Street Partners Investment Advisory
Virginia
$191K
DWM
1822
Darwin Wealth Management
Florida
$188K
BCM
1823
Blume Capital Management
California
$186K
HI
1824
Hendershot Investments
Virginia
$179K
RA
1825
Rise Advisors
New York
$178K