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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
GA
1926
GoalVest Advisory
New York
$55.5K -$1.46M -3,040 -96%
BAM
1927
Byrne Asset Management
New Jersey
$55.5K
A
1928
AlphaQuest
New York
$54.1K -$824K -1,718 -93%
FA
1929
Financial Avengers
California
$53.7K
PW
1930
Pandora Wealth
Illinois
$53.7K
DJSG
1931
D.J. St. Germain
Massachusetts
$52.8K +$15.4K +32 +37%
WWM
1932
Wolff Wiese Magana
California
$52.3K -$568K -1,184 -91%
WWA
1933
Wealth Watch Advisors
Colorado
$52.3K +$56.1K +117 New
SSG
1934
Summit Securities Group
New York
$51.9K +$55.7K +116 New
DCM
1935
Disciplina Capital Management
Tennessee
$51K
AWM
1936
Activest Wealth Management
Florida
$50.2K +$9.6K +20 +22%
MFC
1937
Mechanics Financial Corp
Ohio
$50.1K
GIA
1938
GHP Investment Advisors
Colorado
$49.6K
LFASL
1939
Lugano Financial Advisors SA (LFA)
Switzerland
$49.2K -$1.92K -4 -4%
MAS
1940
MPWM Advisory Solutions
Georgia
$49.2K
BWM
1941
Bernard Wealth Management
Michigan
$48.3K
MCA
1942
Midwest Capital Advisors
Michigan
$46.5K
JWM
1943
JPL Wealth Management
Colorado
$45.1K +$48.5K +101 New
MCA
1944
Maryland Capital Advisors
Maryland
$44.7K
TCM
1945
TD Capital Management
Tennessee
$44.7K
PPA
1946
Pilgrim Partners Asia
Singapore
$44.7K +$48K +100 New
CAL
1947
Capital Advisors Ltd
Ohio
$44K -$13.9K -29 -23%
CIAS
1948
CBIZ Investment Advisory Services
Ohio
$42.9K -$8.64K -18 -16%
CAM
1949
Creekmur Asset Management
Illinois
$42.5K -$1.11M -2,321 -96%
ACA
1950
American Capital Advisory
Idaho
$41.1K -$3.36K -7 -7%