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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1901
Register Financial Advisors
Georgia
$203K
EAM
1902
Everstar Asset Management
North Carolina
$202K
MWA
1903
Motive Wealth Advisors
Michigan
$202K
PCM
1904
Princeton Capital Management
New Jersey
$202K
CG
1905
Clifford Group
Massachusetts
$202K
BCM
1906
Buckhead Capital Management
Georgia
$201K
GC
1907
Giverny Capital
Quebec, Canada
$201K
GP
1908
Greenline Partners
New York
$201K
LNB
1909
Ledyard National Bank
$200K
OFW
1910
Omnia Family Wealth
Florida
$200K
PAM
1911
Paradigm Asset Management
New York
$198K
WB
1912
Webster Bank
Connecticut
$195K
CSPIA
1913
Cary Street Partners Investment Advisory
Virginia
$194K
RA
1914
Rise Advisors
New York
$187K
ACM
1915
Adalta Capital Management
New York
$186K
HIMS
1916
Hager Investment Management Services
New Hampshire
$186K
CG
1917
Curat Global
New Hampshire
$178K
OP
1918
ORG Partners
Indiana
$177K
AWM
1919
Ameliora Wealth Management
Switzerland
$173K
RFS
1920
Richardson Financial Services
Massachusetts
$172K
NRG
1921
Nemes Rush Group
Michigan
$170K
PWA
1922
Provenance Wealth Advisors
Florida
$169K
BC
1923
BIT Capital
Germany
$163K
MHR
1924
Matthew Hamilton Rosenberg
$159K
RS
1925
Rakuten Securities
Japan
$157K