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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
DMBA
1926
Deseret Mutual Benefit Administrators
Utah
$38.9K
CB
1927
Community Bank
New York
$38.9K
GA
1928
Guerra Advisors
Florida
$37.1K
PWMG
1929
Prestige Wealth Management Group
New Jersey
$36.7K
1M
1930
1248 Management
Missouri
$36.7K
DIP
1931
DT Investment Partners
Pennsylvania
$36.2K
VNA
1932
Valley National Advisers
Pennsylvania
$36K
IUHSA
1933
Itau Unibanco Holding S.A.
Brazil
$34.9K
HHMI
1934
Howard Hughes Medical Institute
Maryland
$34.4K
MAM
1935
Meeder Asset Management
Ohio
$34.4K
FCG
1936
Financial Connections Group
California
$32K
AEPWM
1937
Atlantic Edge Private Wealth Management
Florida
$31.3K
FCAS
1938
First Command Advisory Services
Texas
$31.3K
PK
1939
Pflug Koory
Nebraska
$31.3K
POIA
1940
Pin Oak Investment Advisors
Texas
$29.5K
MSG
1941
Main Street Group
Virginia
$29.5K
EPW
1942
Evergreen Private Wealth
Colorado
$29.5K
CJ
1943
Caitlin John
Michigan
$29.5K
HIMS
1944
Hager Investment Management Services
New Hampshire
$29.1K
NCM
1945
Northwest Capital Management
Oregon
$28.2K
GWS
1946
Greykasell Wealth Strategies
California
$27.3K
HFS
1947
Hughes Financial Services
Virginia
$27.1K
KSWA
1948
Kathleen S. Wright Associates
Pennsylvania
$26.8K
AA
1949
Addison Advisors
Vermont
$26.4K
ATC
1950
Adirondack Trust Company
New York
$26.4K