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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
SL
1876
Salomon & Ludwin
Virginia
$85.9K
FGA
1877
Fortis Group Advisors
New Jersey
$85.4K
GG
1878
Gleason Group
Kentucky
$85K
BFPW
1879
BOK Financial Private Wealth
Colorado
$80.5K
CCA
1880
Catalyst Capital Advisors
New York
$80.1K
GKIM
1881
GW&K Investment Management
Massachusetts
$79K
QL
1882
Quarry LP
New York
$77.4K
AP
1883
Atwood & Palmer
Missouri
$76.5K
TWD
1884
True Wealth Design
Ohio
$75.8K
BTD
1885
BankPlus Trust Department
Mississippi
$75.6K
HWP
1886
Highline Wealth Partners
California
$73.8K
CWM
1887
Crowley Wealth Management
Delaware
$73.8K
CHC
1888
City Holding Co
West Virginia
$73.3K
ABWM
1889
Alpine Bank Wealth Management
Colorado
$72.5K
WPWM
1890
Western Pacific Wealth Management
Illinois
$71.6K
CTA
1891
Colonial Trust Advisors
South Carolina
$70.2K
MWPCG
1892
Measured Wealth Private Client Group
New Hampshire
$69.8K
HWA
1893
HHM Wealth Advisors
Tennessee
$68.9K
SC
1894
Solstein Capital
California
$67.5K
JWA
1895
JFS Wealth Advisors
Pennsylvania
$65.7K
FDCP
1896
Foster Dykema Cabot & Partners
Massachusetts
$65.7K
BBPWM
1897
Blue Bell Private Wealth Management
Pennsylvania
$64.8K
SIC
1898
SJS Investment Consulting
Ohio
$64.4K
BIA
1899
Bell Investment Advisors
California
$64K
VWM
1900
Vermillion Wealth Management
Minnesota
$64K