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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
1851
Sunpointe
Missouri
$220K
BOPW
1852
Brandywine Oak Private Wealth
Pennsylvania
$220K
CSA
1853
Cornerstone Select Advisors
Missouri
$219K
RRCM
1854
Rappaport Reiches Capital Management
Illinois
$219K
CPA
1855
Capital Performance Advisors
California
$219K
CJL
1856
Cyrus J. Lawrence
New York
$218K
CWG
1857
Crown Wealth Group
North Carolina
$218K
FOA
1858
Five Oceans Advisors
California
$217K
CMP
1859
Courage Miller Partners
Virginia
$217K
PWM
1860
Pines Wealth Management
North Carolina
$216K
OWP
1861
Obermeyer Wealth Partners
Colorado
$216K
PA
1862
Prossimo Advisors
California
$216K
AFW
1863
Avantra Family Wealth
Pennsylvania
$216K
CG
1864
CFO4Life Group
Texas
$216K
BCP
1865
Berkeley Capital Partners
Georgia
$215K
CA
1866
Continuum Advisory
Idaho
$214K
MHWM
1867
Montz Harcus Wealth Management
Louisiana
$213K
CAL
1868
Capital Analysts LLC
Pennsylvania
$212K
FFA
1869
Fi3 Financial Advisors
Indiana
$212K
AA
1870
Auxano Advisors
Washington
$212K
PCH
1871
PGIM Custom Harvest
New Jersey
$212K
SLC
1872
Second Line Capital
Louisiana
$211K
KW
1873
Keyvantage Wealth
Pennsylvania
$211K
LGG
1874
Luts & Greenleigh Group
Maryland
$211K
RWM
1875
Reston Wealth Management
Virginia
$211K