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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 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

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
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
CA
1876
Crewe Advisors
Utah
$99K
CCM
1877
Chilton Capital Management
Texas
$98.8K
IWM
1878
Inlight Wealth Management
Georgia
$98.8K
TSMHT
1879
Thurston Springer Miller Herd & Titak
Indiana
$98.8K
ACM
1880
Aster Capital Management
United Arab Emirates
$97.5K
CPG
1881
Cornerstone Planning Group
New Jersey
$96.5K
DWA
1882
Delos Wealth Advisors
Texas
$93.9K
CSB
1883
City State Bank
Iowa
$89.4K
FLP
1884
Financial Life Planners
Arizona
$88.1K
HWM
1885
Hemington Wealth Management
Virginia
$88K
SL
1886
Salomon & Ludwin
Virginia
$85.9K
FGA
1887
Fortis Group Advisors
New Jersey
$85.4K
GG
1888
Gleason Group
Kentucky
$85K
BFPW
1889
BOK Financial Private Wealth
Colorado
$80.5K
CCA
1890
Catalyst Capital Advisors
New York
$80.1K
GKIM
1891
GW&K Investment Management
Massachusetts
$79K
QL
1892
Quarry LP
New York
$77.4K
AP
1893
Atwood & Palmer
Missouri
$76.5K
TWD
1894
True Wealth Design
Ohio
$75.8K
BTD
1895
BankPlus Trust Department
Mississippi
$75.6K
HWP
1896
Highline Wealth Partners
California
$73.8K
CWM
1897
Crowley Wealth Management
Delaware
$73.8K
CHC
1898
City Holding Co
West Virginia
$73.3K
ABWM
1899
Alpine Bank Wealth Management
Colorado
$72.5K
WPWM
1900
Western Pacific Wealth Management
Illinois
$71.6K