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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
VBCG
1826
Valley Brook Capital Group
Pennsylvania
$264K
RDFA
1827
Ritter Daniher Financial Advisory
Ohio
$263K
GFA
1828
Gallagher Fiduciary Advisors
Illinois
$263K
MFA
1829
Mayflower Financial Advisors
Massachusetts
$262K
PL
1830
Plancorp LLC
Missouri
$262K
TCM
1831
TABR Capital Management
California
$262K
LI
1832
LifeWealth Investments
Florida
$262K
OBWG
1833
Onyx Bridge Wealth Group
New York
$259K
BCM
1834
Boreal Capital Management
Florida
$259K
CFD
1835
Creative Financial Designs
Indiana
$259K
NAM
1836
NTV Asset Management
West Virginia
$259K
MFC
1837
Morris Financial Concepts
South Carolina
$258K
HIIFS
1838
Harel Insurance Investments & Financial Services
Israel
$258K
SWM
1839
Sagace Wealth Management
Florida
$257K
CSPIA
1840
Cary Street Partners Investment Advisory
Virginia
$256K
GPW
1841
Genesis Private Wealth
Virginia
$256K
AGC
1842
Aspen Grove Capital
Colorado
$256K
PIN
1843
Prudent Investors Network
California
$254K
PCP
1844
Perbak Capital Partners
United Kingdom
$254K
AW
1845
Alteri Wealth
California
$252K
SIMG
1846
Stephens Investment Management Group
Texas
$252K
S
1847
Sunpointe
Missouri
$252K
PFGIA
1848
Patriot Financial Group Insurance Agency
Massachusetts
$252K
SC
1849
Seldon Capital
California
$251K
CG
1850
CFO4Life Group
Texas
$251K