We are live on ! Find out more
ISRG icon

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
BAM
1826
Berkshire Asset Management
Pennsylvania
$203K
WFG
1827
Wills Financial Group
Virginia
$203K +$1.44K +3 +0.7%
BIM
1828
Breakwater Investment Management
Washington
$202K +$480 +1 +0.2%
GGA
1829
Granite Group Advisors
Connecticut
$202K +$7.2K +15 +3%
CAL
1830
Capital Analysts LLC
Pennsylvania
$202K +$2.4K +5 +1%
BCP
1831
Berkeley Capital Partners
Georgia
$202K -$2.4K -5 -1%
WLIM
1832
White Lighthouse Investment Management
Massachusetts
$201K -$2.88K -6 -1%
FPW
1833
Flagship Private Wealth
Massachusetts
$201K
HWM
1834
Heirloom Wealth Management
Colorado
$201K
COCM
1835
Charter Oak Capital Management
New Hampshire
$201K +$1.44K +3 +0.7%
PWAM
1836
Private Wealth Asset Management
Iowa
$199K -$186K -388 -47%
PAS
1837
Point72 Asia (Singapore)
Singapore
$197K +$212K +441 New
VC
1838
Vestor Capital
Illinois
$195K -$2.47M -5,157 -92%
CSPIA
1839
Cary Street Partners Investment Advisory
Virginia
$191K -$21.1K -44 -9%
DWM
1840
Darwin Wealth Management
Florida
$188K +$8.64K +18 +4%
BCM
1841
Blume Capital Management
California
$186K
HI
1842
Hendershot Investments
Virginia
$179K
RA
1843
Rise Advisors
New York
$178K +$21.1K +44 +12%
WA
1844
WPG Advisers
Maryland
$176K +$21.6K +45 +13%
TFA
1845
Toth Financial Advisory
Virginia
$170K +$96K +200 +111%
OP
1846
ORG Partners
Indiana
$170K -$36.5K -76 -17%
PWS
1847
Peterson Wealth Services
Utah
$169K -$143K -299 -99%
ACM
1848
Adalta Capital Management
New York
$168K
OCM
1849
Osterweis Capital Management
California
$165K
MMC
1850
Mizuho Markets Cayman
Cayman Islands
$165K +$177K +368 New