ISRG icon

Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
1826
Center for Financial Planning
Michigan
$227K
DO
1827
denkapparat Operations
Germany
$227K +$227K +458 New
GWM
1828
GDS Wealth Management
Texas
$227K +$227K +458 New
COCM
1829
Charter Oak Capital Management
New Hampshire
$226K +$3.96K +8 +2%
AC
1830
ASB Consultores
Florida
$226K -$204K -411 -47%
PWAM
1831
Private Wealth Asset Management
Iowa
$226K +$226K +457 New
CWM
1832
Centric Wealth Management
Illinois
$226K
WLIM
1833
White Lighthouse Investment Management
Massachusetts
$226K +$4.46K +9 +2%
ITIM
1834
Indiana Trust & Investment Management
Indiana
$225K -$22.3K -45 -9%
PJSIMP
1835
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K +$12.4K +25 +6%
WG
1836
Welch Group
Alabama
$225K
CWA
1837
Consilio Wealth Advisors
Washington
$224K +$8.42K +17 +4%
T
1838
Tableaux
Massachusetts
$224K +$224K +453 New
BIM
1839
Breakwater Investment Management
Washington
$223K
WFG
1840
Wills Financial Group
Virginia
$223K
NAMNJ
1841
NorthStar Asset Management (New Jersey)
New Jersey
$223K +$223K +450 New
BSI
1842
Bennett Selby Investments
Maine
$222K
IFA
1843
Index Fund Advisors
California
$221K
DWM
1844
Darwin Wealth Management
Florida
$221K
S
1845
Sunpointe
Missouri
$220K -$2.47K -5 -1%
BOPW
1846
Brandywine Oak Private Wealth
Pennsylvania
$220K
CSA
1847
Cornerstone Select Advisors
Missouri
$219K -$17.8K -36 -8%
RRCM
1848
Rappaport Reiches Capital Management
Illinois
$219K +$219K +443 New
CPA
1849
Capital Performance Advisors
California
$219K +$219K +442 New
CJL
1850
Cyrus J. Lawrence
New York
$218K +$218K +441 New