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Intuitive Surgical

2,243 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, 1,023 increasing their positions, 698 reducing their positions, and 111 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:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
CSPIA
1851
Cary Street Partners Investment Advisory
Virginia
$256K
GPW
1852
Genesis Private Wealth
Virginia
$256K
AGC
1853
Aspen Grove Capital
Colorado
$256K
PIN
1854
Prudent Investors Network
California
$254K
PCP
1855
Perbak Capital Partners
United Kingdom
$254K
AW
1856
Alteri Wealth
California
$252K
SIMG
1857
Stephens Investment Management Group
Texas
$252K
S
1858
Sunpointe
Missouri
$252K
PFGIA
1859
Patriot Financial Group Insurance Agency
Massachusetts
$252K
SC
1860
Seldon Capital
California
$251K
CG
1861
CFO4Life Group
Texas
$251K
RWM
1862
Reston Wealth Management
Virginia
$251K
WG
1863
Welch Group
Alabama
$250K
JC
1864
JB Capital
Connecticut
$249K
CFFP
1865
Center for Financial Planning
Michigan
$249K
WLIM
1866
White Lighthouse Investment Management
Massachusetts
$248K
BCP
1867
Berkeley Capital Partners
Georgia
$248K
OWP
1868
Obermeyer Wealth Partners
Colorado
$247K
JSAM
1869
J. Safra Asset Management
New York
$246K
BAM
1870
Berkshire Asset Management
Pennsylvania
$246K
OP
1871
ORG Partners
Indiana
$245K
BIM
1872
Breakwater Investment Management
Washington
$245K
MCM
1873
Monument Capital Management
Virginia
$245K
HWM
1874
Heirloom Wealth Management
Colorado
$245K
WFG
1875
Wills Financial Group
Virginia
$245K