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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1926
Ceeto Capital Group
Florida
$155K
PWS
1927
Peterson Wealth Services
Utah
$150K
A
1928
AlphaQuest
New York
$147K
ANBT
1929
American National Bank & Trust
Texas
$145K
GEA
1930
Glen Eagle Advisors
New Jersey
$140K
NS
1931
NBC Securities
Alabama
$135K
CSC
1932
Cove Street Capital
California
$134K
GWM
1933
Graybill Wealth Management
Illinois
$134K
CT
1934
Clearstead Trust
Maine
$129K
FMII
1935
Farmers & Merchants Investments Inc
Nebraska
$128K
FLP
1936
Financial Life Planners
Arizona
$125K
BCM
1937
Berbice Capital Management
New York
$124K
TIM
1938
Tortoise Investment Management
New York
$123K
RCM
1939
Raleigh Capital Management
North Carolina
$123K
NSIM
1940
North Star Investment Management
Illinois
$122K
CWM
1941
Cranbrook Wealth Management
Michigan
$121K
BFPW
1942
BOK Financial Private Wealth
Colorado
$116K
CT
1943
Colonial Trust
South Carolina
$114K
WF
1944
Wayfinding Financial
Washington
$114K
SNB
1945
Security National Bank
Nebraska
$111K
AGWCA
1946
Annis Gardner Whiting Capital Advisors
Florida
$111K
IWM
1947
Inlight Wealth Management
Georgia
$111K
CA
1948
Crewe Advisors
Utah
$107K
HWA
1949
HHM Wealth Advisors
Tennessee
$106K
GC
1950
Garde Capital
Washington
$104K