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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
RWM
1851
Reston Wealth Management
Virginia
$251K
WG
1852
Welch Group
Alabama
$250K
JC
1853
JB Capital
Connecticut
$249K
CFFP
1854
Center for Financial Planning
Michigan
$249K
WLIM
1855
White Lighthouse Investment Management
Massachusetts
$248K
BCP
1856
Berkeley Capital Partners
Georgia
$248K
OWP
1857
Obermeyer Wealth Partners
Colorado
$247K
BAM
1858
Berkshire Asset Management
Pennsylvania
$246K
OP
1859
ORG Partners
Indiana
$245K
BIM
1860
Breakwater Investment Management
Washington
$245K
MCM
1861
Monument Capital Management
Virginia
$245K
HWM
1862
Heirloom Wealth Management
Colorado
$245K
WFG
1863
Wills Financial Group
Virginia
$245K
FPW
1864
Flagship Private Wealth
Massachusetts
$245K
SFP
1865
Sandbox Financial Partners
Maryland
$244K
BSSFA
1866
Baron Silver Stevens Financial Advisors
Florida
$243K
TWM
1867
Tripletail Wealth Management
Florida
$243K
COCM
1868
Charter Oak Capital Management
New Hampshire
$243K
MWM
1869
Marion Wealth Management
Pennsylvania
$242K
VCM
1870
Vivaldi Capital Management
Illinois
$242K
CAL
1871
Capital Analysts LLC
Pennsylvania
$242K
BOPW
1872
Brandywine Oak Private Wealth
Pennsylvania
$241K
FOA
1873
Five Oceans Advisors
California
$240K
CWA
1874
Consilio Wealth Advisors
Washington
$240K
MWA
1875
Motive Wealth Advisors
Michigan
$239K