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Intuitive Surgical

2,243 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, 1,023 increasing their positions, 698 reducing their positions, and 111 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:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
PW
1826
PUREfi Wealth
Massachusetts
$271K
MWM
1827
MinichMacGregor Wealth Management
New York
$271K
KCPG
1828
Kavar Capital Partners Group
Kansas
$270K
CWM
1829
Cherrydale Wealth Management
New Jersey
$270K
FAC
1830
Financial Advisory Corporation
Michigan
$269K
MIFH
1831
Migdal Insurance & Financial Holdings
Israel
$268K
FWI
1832
Facet Wealth Inc
Maryland
$267K
WRPWM
1833
Werba Rubin Papier Wealth Management
California
$267K
CFP
1834
Cascade Financial Partners
California
$266K
SEP
1835
Southland Equity Partners
Missouri
$264K
MWM
1836
MGB Wealth Management
Texas
$264K
VBCG
1837
Valley Brook Capital Group
Pennsylvania
$264K
RDFA
1838
Ritter Daniher Financial Advisory
Ohio
$263K
GFA
1839
Gallagher Fiduciary Advisors
Illinois
$263K
MFA
1840
Mayflower Financial Advisors
Massachusetts
$262K
PL
1841
Plancorp LLC
Missouri
$262K
TCM
1842
TABR Capital Management
California
$262K
LI
1843
LifeWealth Investments
Florida
$262K
OBWG
1844
Onyx Bridge Wealth Group
New York
$259K
BCM
1845
Boreal Capital Management
Florida
$259K
CFD
1846
Creative Financial Designs
Indiana
$259K
NAM
1847
NTV Asset Management
West Virginia
$259K
MFC
1848
Morris Financial Concepts
South Carolina
$258K
HIIFS
1849
Harel Insurance Investments & Financial Services
Israel
$258K
SWM
1850
Sagace Wealth Management
Florida
$257K