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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
NSIM
1851
North Star Investment Management
Illinois
$111K
GFWA
1852
Grey Fox Wealth Advisors
Delaware
$111K
HWA
1853
Heartwood Wealth Advisors
Virginia
$110K
CWM
1854
Cranbrook Wealth Management
Michigan
$109K
CFD
1855
Creative Financial Designs
Indiana
$105K
CA
1856
Crewe Advisors
Utah
$99K
CCM
1857
Chilton Capital Management
Texas
$98.8K
IWM
1858
Inlight Wealth Management
Georgia
$98.8K
TSMHT
1859
Thurston Springer Miller Herd & Titak
Indiana
$98.8K
ACM
1860
Aster Capital Management
United Arab Emirates
$97.5K
CPG
1861
Cornerstone Planning Group
New Jersey
$96.5K
DWA
1862
Delos Wealth Advisors
Texas
$93.9K
CSB
1863
City State Bank
Iowa
$89.4K
FLP
1864
Financial Life Planners
Arizona
$88.1K
HWM
1865
Hemington Wealth Management
Virginia
$88K
SL
1866
Salomon & Ludwin
Virginia
$85.9K
FGA
1867
Fortis Group Advisors
New Jersey
$85.4K
GG
1868
Gleason Group
Kentucky
$85K
BFPW
1869
BOK Financial Private Wealth
Colorado
$80.5K
CCA
1870
Catalyst Capital Advisors
New York
$80.1K
GKIM
1871
GW&K Investment Management
Massachusetts
$79K
QL
1872
Quarry LP
New York
$77.4K
AP
1873
Atwood & Palmer
Missouri
$76.5K
TWD
1874
True Wealth Design
Ohio
$75.8K
BTD
1875
BankPlus Trust Department
Mississippi
$75.6K