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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
1851
Crown Wealth Group
North Carolina
$218K +$9.91K +20 +5%
FOA
1852
Five Oceans Advisors
California
$217K +$2.48K +5 +1%
CMP
1853
Courage Miller Partners
Virginia
$217K
PWM
1854
Pines Wealth Management
North Carolina
$216K +$216K +473 New
OWP
1855
Obermeyer Wealth Partners
Colorado
$216K +$8.42K +17 +4%
PA
1856
Prossimo Advisors
California
$216K -$5.45K -11 -2%
AFW
1857
Avantra Family Wealth
Pennsylvania
$216K +$1.49K +3 +0.7%
CG
1858
CFO4Life Group
Texas
$216K +$9.91K +20 +5%
BCP
1859
Berkeley Capital Partners
Georgia
$215K -$495 -1 -0.2%
CA
1860
Continuum Advisory
Idaho
$214K +$9.91K +20 +5%
MHWM
1861
Montz Harcus Wealth Management
Louisiana
$213K +$5.45K +11 +3%
CAL
1862
Capital Analysts LLC
Pennsylvania
$212K +$22.8K +46 +12%
FFA
1863
Fi3 Financial Advisors
Indiana
$212K -$24.8K -50 -10%
AA
1864
Auxano Advisors
Washington
$212K -$17.8K -36 -8%
PCH
1865
PGIM Custom Harvest
New Jersey
$212K +$2.48K +5 +1%
SLC
1866
Second Line Capital
Louisiana
$211K -$74.8K -151 -26%
KW
1867
Keyvantage Wealth
Pennsylvania
$211K -$46.1K -93 -18%
LGG
1868
Luts & Greenleigh Group
Maryland
$211K +$991 +2 +0.5%
RWM
1869
Reston Wealth Management
Virginia
$211K +$4.46K +9 +2%
MF
1870
Manchester Financial
California
$210K
SWC
1871
Spectrum Wealth Counsel
Indiana
$210K
MC
1872
Matisse Capital
Oregon
$209K
DIP
1873
Davis Investment Partners
North Carolina
$209K
TCM
1874
TABR Capital Management
California
$209K +$209K +422 New
AFA
1875
Allium Financial Advisors
Oregon
$209K +$209K +422 New