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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 reducing their positions, and 266 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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
DCM
1926
Disciplina Capital Management
Tennessee
$51K
AWM
1927
Activest Wealth Management
Florida
$50.2K
MFC
1928
Mechanics Financial Corp
Ohio
$50.1K
GIA
1929
GHP Investment Advisors
Colorado
$49.6K
LFASL
1930
Lugano Financial Advisors SA (LFA)
Switzerland
$49.2K
MAS
1931
MPWM Advisory Solutions
Georgia
$49.2K
BWM
1932
Bernard Wealth Management
Michigan
$48.3K
MCA
1933
Midwest Capital Advisors
Michigan
$46.5K
JWM
1934
JPL Wealth Management
Colorado
$45.1K
MCA
1935
Maryland Capital Advisors
Maryland
$44.7K
TCM
1936
TD Capital Management
Tennessee
$44.7K
PPA
1937
Pilgrim Partners Asia
Singapore
$44.7K
CAL
1938
Capital Advisors Ltd
Ohio
$44K
CIAS
1939
CBIZ Investment Advisory Services
Ohio
$42.9K
CAM
1940
Creekmur Asset Management
Illinois
$42.5K
ACA
1941
American Capital Advisory
Idaho
$41.1K
KFP
1942
Kerr Financial Planning
California
$40.9K
MA
1943
MCF Advisors
Kentucky
$40.7K
CH
1944
Canton Hathaway
Rhode Island
$40K
DMBA
1945
Deseret Mutual Benefit Administrators
Utah
$38.9K
CB
1946
Community Bank
New York
$38.9K
GA
1947
Guerra Advisors
Florida
$37.1K
PWMG
1948
Prestige Wealth Management Group
New Jersey
$36.7K
1M
1949
1248 Management
Missouri
$36.7K
DIP
1950
DT Investment Partners
Pennsylvania
$36.2K