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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1876
Cary Street Partners
Virginia
$118K -$77.7K -162 -38%
TIM
1877
Tortoise Investment Management
New York
$117K
WIM
1878
Westside Investment Management
California
$113K +$59.5K +124 +93%
NSIM
1879
North Star Investment Management
Illinois
$111K +$480 +1 +0.4%
GFWA
1880
Grey Fox Wealth Advisors
Delaware
$111K +$119K +248 New
HWA
1881
Heartwood Wealth Advisors
Virginia
$110K +$118K +245 New
CWM
1882
Cranbrook Wealth Management
Michigan
$109K
CFD
1883
Creative Financial Designs
Indiana
$105K -$116K -241 -51%
CA
1884
Crewe Advisors
Utah
$99K +$960 +2 +0.9%
CCM
1885
Chilton Capital Management
Texas
$98.8K -$50.9K -106 -32%
IWM
1886
Inlight Wealth Management
Georgia
$98.8K
TSMHT
1887
Thurston Springer Miller Herd & Titak
Indiana
$98.8K -$1.24M -2,589 -92%
ACM
1888
Aster Capital Management
United Arab Emirates
$97.5K +$105K +218 New
CPG
1889
Cornerstone Planning Group
New Jersey
$96.5K +$33.1K +69 +61%
DWA
1890
Delos Wealth Advisors
Texas
$93.9K
CSB
1891
City State Bank
Iowa
$89.4K
FLP
1892
Financial Life Planners
Arizona
$88.1K +$94.5K +197 New
HWM
1893
Hemington Wealth Management
Virginia
$88K -$16.3K -34 -15%
SL
1894
Salomon & Ludwin
Virginia
$85.9K +$70.5K +147 +342%
FGA
1895
Fortis Group Advisors
New Jersey
$85.4K
GG
1896
Gleason Group
Kentucky
$85K
MWA
1897
Medallion Wealth Advisors
Connecticut
$81.4K +$480 +1 +0.6%
BFPW
1898
BOK Financial Private Wealth
Colorado
$80.5K
CCA
1899
Catalyst Capital Advisors
New York
$80.1K -$236K -492 -73%
GKIM
1900
GW&K Investment Management
Massachusetts
$79K -$16.8K -35 -17%