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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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

28% less funds holding in top 10

Funds holding in top 10: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
HWP
1876
Highline Wealth Partners
California
$73.8K
CWM
1877
Crowley Wealth Management
Delaware
$73.8K
CHC
1878
City Holding Co
West Virginia
$73.3K
ABWM
1879
Alpine Bank Wealth Management
Colorado
$72.5K
WPWM
1880
Western Pacific Wealth Management
Illinois
$71.6K
CTA
1881
Colonial Trust Advisors
South Carolina
$70.2K
MWPCG
1882
Measured Wealth Private Client Group
New Hampshire
$69.8K
HWA
1883
HHM Wealth Advisors
Tennessee
$68.9K
SC
1884
Solstein Capital
California
$67.5K
JWA
1885
JFS Wealth Advisors
Pennsylvania
$65.7K
FDCP
1886
Foster Dykema Cabot & Partners
Massachusetts
$65.7K
BBPWM
1887
Blue Bell Private Wealth Management
Pennsylvania
$64.8K
SIC
1888
SJS Investment Consulting
Ohio
$64.4K
BIA
1889
Bell Investment Advisors
California
$64K
VWM
1890
Vermillion Wealth Management
Minnesota
$64K
ME
1891
McIlrath & Eck
Washington
$63.5K
PE
1892
Point72 Europe
United Kingdom
$62.8K
SA
1893
SRH Advisors
Kansas
$60.4K
S
1894
Sachetta
Massachusetts
$57.7K
UCB
1895
United Community Bank
South Carolina
$57.2K
OAJ
1896
Ogorek Anthony Joseph
New York
$56K
GA
1897
GoalVest Advisory
New York
$55.5K
BAM
1898
Byrne Asset Management
New Jersey
$55.5K
A
1899
AlphaQuest
New York
$54.1K
FA
1900
Financial Avengers
California
$53.7K