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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1876
Manchester Financial
California
$210K
SWC
1877
Spectrum Wealth Counsel
Indiana
$210K
MC
1878
Matisse Capital
Oregon
$209K
DIP
1879
Davis Investment Partners
North Carolina
$209K
AFA
1880
Allium Financial Advisors
Oregon
$209K
TCM
1881
TABR Capital Management
California
$209K
ABTD
1882
Arvest Bank Trust Division
Oklahoma
$209K
CPRC
1883
Consolidated Portfolio Review Corp
New York
$208K
RSWA
1884
Robinson Smith Wealth Advisors
Maine
$208K
MWA
1885
Midland Wealth Advisors
Illinois
$208K
GAM
1886
Griffin Asset Management
New York
$208K
FWM
1887
Focused Wealth Management
New York
$207K
BCM
1888
Blume Capital Management
California
$207K
LSPW
1889
Lake Street Private Wealth
Illinois
$206K
BSHC
1890
Breed's Hill Capital
Massachusetts
$206K
RTC
1891
Riverview Trust Company
Washington
$206K
LI
1892
LifeWealth Investments
Florida
$206K
JC
1893
JB Capital
Connecticut
$204K
FPGK
1894
Financial Partners Group (Kansas)
Kansas
$204K
CSP
1895
Cary Street Partners
Virginia
$204K
EW
1896
Elyxium Wealth
California
$204K
PWAC
1897
Private Wealth Advisors (California)
California
$204K
MWM
1898
Marion Wealth Management
Pennsylvania
$203K
3IP
1899
3Chopt Investment Partners
Virginia
$203K
HCM
1900
Hudson Capital Management
New Jersey
$203K