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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
CTA
1901
Colonial Trust Advisors
South Carolina
$70.2K
MWPCG
1902
Measured Wealth Private Client Group
New Hampshire
$69.8K
HWA
1903
HHM Wealth Advisors
Tennessee
$68.9K
SC
1904
Solstein Capital
California
$67.5K
JWA
1905
JFS Wealth Advisors
Pennsylvania
$65.7K
FDCP
1906
Foster Dykema Cabot & Partners
Massachusetts
$65.7K
BBPWM
1907
Blue Bell Private Wealth Management
Pennsylvania
$64.8K
SIC
1908
SJS Investment Consulting
Ohio
$64.4K
BIA
1909
Bell Investment Advisors
California
$64K
VWM
1910
Vermillion Wealth Management
Minnesota
$64K
ME
1911
McIlrath & Eck
Washington
$63.5K
PE
1912
Point72 Europe
United Kingdom
$62.8K
SA
1913
SRH Advisors
Kansas
$60.4K
S
1914
Sachetta
Massachusetts
$57.7K
UCB
1915
United Community Bank
South Carolina
$57.2K
OAJ
1916
Ogorek Anthony Joseph
New York
$56K
GA
1917
GoalVest Advisory
New York
$55.5K
BAM
1918
Byrne Asset Management
New Jersey
$55.5K
A
1919
AlphaQuest
New York
$54.1K
FA
1920
Financial Avengers
California
$53.7K
PW
1921
Pandora Wealth
Illinois
$53.7K
DJSG
1922
D.J. St. Germain
Massachusetts
$52.8K
WWM
1923
Wolff Wiese Magana
California
$52.3K
WWA
1924
Wealth Watch Advisors
Colorado
$52.3K
SSG
1925
Summit Securities Group
New York
$51.9K