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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
FA
1901
Financial Avengers
California
$53.7K
TCM
1902
Triumph Capital Management
Colorado
$53.7K
DJSG
1903
D.J. St. Germain
Massachusetts
$52.8K
WWM
1904
Wolff Wiese Magana
California
$52.3K
WWA
1905
Wealth Watch Advisors
Colorado
$52.3K
SSG
1906
Summit Securities Group
New York
$51.9K
DCM
1907
Disciplina Capital Management
Tennessee
$51K
AWM
1908
Activest Wealth Management
Florida
$50.2K
MFC
1909
Mechanics Financial Corp
Ohio
$50.1K
GIA
1910
GHP Investment Advisors
Colorado
$49.6K
LFASL
1911
Lugano Financial Advisors SA (LFA)
Switzerland
$49.2K
MAS
1912
MPWM Advisory Solutions
Georgia
$49.2K
BWM
1913
Bernard Wealth Management
Michigan
$48.3K
MCA
1914
Midwest Capital Advisors
Michigan
$46.5K
JWM
1915
JPL Wealth Management
Colorado
$45.1K
TCM
1916
TD Capital Management
Tennessee
$44.7K
MCA
1917
Maryland Capital Advisors
Maryland
$44.7K
PPA
1918
Pilgrim Partners Asia
Singapore
$44.7K
CAL
1919
Capital Advisors Ltd
Ohio
$44K
CIAS
1920
CBIZ Investment Advisory Services
Ohio
$42.9K
CAM
1921
Creekmur Asset Management
Illinois
$42.5K
ACA
1922
American Capital Advisory
Idaho
$41.1K
KFPC
1923
KERR FINANCIAL PLANNING Corp
California
$40.9K
MA
1924
MCF Advisors
Kentucky
$40.7K
CH
1925
Canton Hathaway
Rhode Island
$40K