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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 reducing their positions, and 266 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
GEA
1851
Glen Eagle Advisors
New Jersey
$127K
CT
1852
Clearstead Trust
Maine
$123K
AGWCA
1853
Annis Gardner Whiting Capital Advisors
Florida
$122K
SWP
1854
Strategic Wealth Partners
Ohio
$121K
FMII
1855
Farmers & Merchants Investments Inc
Nebraska
$121K
CSC
1856
Cove Street Capital
California
$121K
AFWM
1857
Abich Financial Wealth Management
Virginia
$119K
CSP
1858
Cary Street Partners
Virginia
$118K
TIM
1859
Tortoise Investment Management
New York
$117K
WIM
1860
Westside Investment Management
California
$113K
NSIM
1861
North Star Investment Management
Illinois
$111K
GFWA
1862
Grey Fox Wealth Advisors
Delaware
$111K
HWA
1863
Heartwood Wealth Advisors
Virginia
$110K
CWM
1864
Cranbrook Wealth Management
Michigan
$109K
CFD
1865
Creative Financial Designs
Indiana
$105K
CA
1866
Crewe Advisors
Utah
$99K
CCM
1867
Chilton Capital Management
Texas
$98.8K
IWM
1868
Inlight Wealth Management
Georgia
$98.8K
TSMHT
1869
Thurston Springer Miller Herd & Titak
Indiana
$98.8K
ACM
1870
Aster Capital Management
United Arab Emirates
$97.5K
CPG
1871
Cornerstone Planning Group
New Jersey
$96.5K
DWA
1872
Delos Wealth Advisors
Texas
$93.9K
CSB
1873
City State Bank
Iowa
$89.4K
FLP
1874
Financial Life Planners
Arizona
$88.1K
HWM
1875
Hemington Wealth Management
Virginia
$88K