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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
1901
Quarry LP
New York
$77.4K +$15.8K +33 +24%
AP
1902
Atwood & Palmer
Missouri
$76.5K -$1.92K -4 -2%
TWD
1903
True Wealth Design
Ohio
$75.8K +$12K +25 +17%
BTD
1904
BankPlus Trust Department
Mississippi
$75.6K +$7.68K +16 +10%
HWP
1905
Highline Wealth Partners
California
$73.8K -$89.3K -186 -53%
CWM
1906
Crowley Wealth Management
Delaware
$73.8K
CHC
1907
City Holding Co
West Virginia
$73.3K +$2.4K +5 +3%
ABWM
1908
Alpine Bank Wealth Management
Colorado
$72.5K
WPWM
1909
Western Pacific Wealth Management
Illinois
$71.6K -$864K -1,800 -92%
CTA
1910
Colonial Trust Advisors
South Carolina
$70.2K +$4.8K +10 +7%
MWPCG
1911
Measured Wealth Private Client Group
New Hampshire
$69.8K +$74.9K +156 New
HWA
1912
HHM Wealth Advisors
Tennessee
$68.9K -$7.2K -15 -9%
SC
1913
Solstein Capital
California
$67.5K
FDCP
1914
Foster Dykema Cabot & Partners
Massachusetts
$65.7K
JWA
1915
JFS Wealth Advisors
Pennsylvania
$65.7K
BBPWM
1916
Blue Bell Private Wealth Management
Pennsylvania
$64.8K +$480 +1 +0.7%
SIC
1917
SJS Investment Consulting
Ohio
$64.4K +$50.9K +106 +279%
BIA
1918
Bell Investment Advisors
California
$64K -$24K -50 -26%
VWM
1919
Vermillion Wealth Management
Minnesota
$64K
ME
1920
McIlrath & Eck
Washington
$63.5K -$3.36K -7 -5%
PE
1921
Point72 Europe
United Kingdom
$62.8K +$67.2K +140 New
SA
1922
SRH Advisors
Kansas
$60.4K
S
1923
Sachetta
Massachusetts
$57.7K -$3.36K -7 -5%
UCB
1924
United Community Bank
South Carolina
$57.2K +$11K +23 +22%
OAJ
1925
Ogorek Anthony Joseph
New York
$56K -$2.4K -5 -4%