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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 931 increasing their positions, 696 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.31%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
931
Reduced
696
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
1926
Cove Street Capital
California
$134K
GWM
1927
Graybill Wealth Management
Illinois
$134K +$134K +270 New
CT
1928
Clearstead Trust
Maine
$129K
FMII
1929
Farmers & Merchants Investments Inc
Nebraska
$128K +$11.9K +24 +10%
FLP
1930
Financial Life Planners
Arizona
$125K +$48K +97 +62%
BCM
1931
Berbice Capital Management
New York
$124K +$99.1K +200 +400%
TIM
1932
Tortoise Investment Management
New York
$123K -$43.1K -87 -26%
RCM
1933
Raleigh Capital Management
North Carolina
$123K -$34.7K -70 -22%
NSIM
1934
North Star Investment Management
Illinois
$122K
CWM
1935
Cranbrook Wealth Management
Michigan
$121K
BFPW
1936
BOK Financial Private Wealth
Colorado
$116K +$24.3K +49 +26%
CT
1937
Colonial Trust
South Carolina
$114K -$7.41K -15 -6%
WF
1938
Wayfinding Financial
Washington
$114K +$114K +232 New
SNB
1939
Security National Bank
Nebraska
$111K
AGWCA
1940
Annis Gardner Whiting Capital Advisors
Florida
$111K +$16.3K +33 +17%
IWM
1941
Inlight Wealth Management
Georgia
$111K +$111K +224 New
CA
1942
Crewe Advisors
Utah
$107K -$1.98K -4 -2%
HWA
1943
HHM Wealth Advisors
Tennessee
$106K +$22.3K +45 +27%
GC
1944
Garde Capital
Washington
$104K
HWP
1945
Highline Wealth Partners
California
$101K +$89.6K +181 +787%
RF
1946
Rossby Financial
Florida
$101K +$101K +196 New
BCMLT
1947
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K +$11.4K +23 +13%
JSAM
1948
J. Safra Asset Management
New York
$99.1K -$150K -303 -60%
CSB
1949
City State Bank
Iowa
$99.1K
FGA
1950
Fortis Group Advisors
New Jersey
$94.6K