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Intuitive Surgical

2,242 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,022 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
1901
Breed's Hill Capital
Massachusetts
$231K
MHWM
1902
Montz Harcus Wealth Management
Louisiana
$230K
LGG
1903
Luts & Greenleigh Group
Maryland
$230K
MC
1904
Matisse Capital
Oregon
$230K
EW
1905
Element Wealth
Mississippi
$230K
DIP
1906
Davis Investment Partners
North Carolina
$230K
MF
1907
Manchester Financial
California
$229K
AFA
1908
Allium Financial Advisors
Oregon
$229K
C
1909
Covestor
United Kingdom
$229K
PA
1910
Prossimo Advisors
California
$229K
SWA
1911
SFMG Wealth Advisors
Texas
$228K
AC
1912
ASB Consultores
Florida
$228K
GAM
1913
Griffin Asset Management
New York
$228K
DO
1914
denkapparat Operations
Germany
$227K
FWM
1915
Focused Wealth Management
New York
$227K
LSPW
1916
Lake Street Private Wealth
Illinois
$226K
CWA
1917
Canvas Wealth Advisors
Kansas
$226K
BCM
1918
Blume Capital Management
California
$226K
RSWA
1919
Robinson Smith Wealth Advisors
Maine
$226K
CC
1920
Corton Capital
Ontario, Canada
$225K
FPGK
1921
Financial Partners Group (Kansas)
Kansas
$224K
WCM
1922
Weik Capital Management
Pennsylvania
$224K
WJA
1923
Willis Johnson & Associates
Texas
$224K
PWAC
1924
Private Wealth Advisors (California)
California
$223K
3IP
1925
3Chopt Investment Partners
Virginia
$223K