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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
HWM
1826
Heirloom Wealth Management
Colorado
$201K
COCM
1827
Charter Oak Capital Management
New Hampshire
$201K
PWAM
1828
Private Wealth Asset Management
Iowa
$199K
PAS
1829
Point72 Asia (Singapore)
Singapore
$197K
VC
1830
Vestor Capital
Illinois
$195K
CSPIA
1831
Cary Street Partners Investment Advisory
Virginia
$191K
DWM
1832
Darwin Wealth Management
Florida
$188K
BCM
1833
Blume Capital Management
California
$186K
HI
1834
Hendershot Investments
Virginia
$179K
RA
1835
Rise Advisors
New York
$178K
WA
1836
WPG Advisers
Maryland
$176K
TFA
1837
Toth Financial Advisory
Virginia
$170K
OP
1838
ORG Partners
Indiana
$170K
PWS
1839
Peterson Wealth Services
Utah
$169K
ACM
1840
Adalta Capital Management
New York
$168K
OCM
1841
Osterweis Capital Management
California
$165K
MMC
1842
Mizuho Markets Cayman
Cayman Islands
$165K
BC
1843
Bayforest Capital
United Kingdom
$164K
CG
1844
Curat Global
New Hampshire
$161K
CT
1845
Colonial Trust
South Carolina
$158K
NRG
1846
Nemes Rush Group
Michigan
$154K
RCM
1847
Raleigh Capital Management
North Carolina
$153K
SGK
1848
Steigerwald Gordon & Koch
Virginia
$153K
PMFA
1849
Plante Moran Financial Advisors
Michigan
$147K
CAM
1850
Clarity Asset Management
Iowa
$146K