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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
FPW
1876
Flagship Private Wealth
Massachusetts
$245K
SFP
1877
Sandbox Financial Partners
Maryland
$244K
BSSFA
1878
Baron Silver Stevens Financial Advisors
Florida
$243K
TWM
1879
Tripletail Wealth Management
Florida
$243K
COCM
1880
Charter Oak Capital Management
New Hampshire
$243K
MWM
1881
Marion Wealth Management
Pennsylvania
$242K
VCM
1882
Vivaldi Capital Management
Illinois
$242K
CAL
1883
Capital Analysts LLC
Pennsylvania
$242K
BOPW
1884
Brandywine Oak Private Wealth
Pennsylvania
$241K
FOA
1885
Five Oceans Advisors
California
$240K
CWA
1886
Consilio Wealth Advisors
Washington
$240K
MWA
1887
Motive Wealth Advisors
Michigan
$239K
CMP
1888
Courage Miller Partners
Virginia
$238K
BCP
1889
Blue Chip Partners
Michigan
$237K
GGA
1890
Granite Group Advisors
Connecticut
$237K
QPWM
1891
Quadrant Private Wealth Management
Pennsylvania
$236K
MAC
1892
Mason & Associates (California)
California
$236K
AWP
1893
Abacus Wealth Partners
California
$236K
GAA
1894
Green Alpha Advisors
Colorado
$235K
AA
1895
Auxano Advisors
Washington
$235K
BSI
1896
Bennett Selby Investments
Maine
$235K
PCS
1897
Private Client Services
Kentucky
$235K
GMA
1898
Glassy Mountain Advisors
Maryland
$234K
SI
1899
Seeds Investor
New York
$234K
CSP
1900
Cary Street Partners
Virginia
$231K