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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
KFI
1951
Key Financial Inc
Pennsylvania
$26.3K
PGAM
1952
Princeton Global Asset Management
New Jersey
$24.6K
MSWM
1953
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K
T
1954
Tidemark
California
$24.1K
CYG
1955
Clean Yield Group
Vermont
$24.1K
FPF
1956
First Pacific Financial
Washington
$23.3K
BCM
1957
Berbice Capital Management
New York
$22.4K
PAM
1958
Parvin Asset Management
South Dakota
$22.4K
OIA
1959
Optimum Investment Advisors
Illinois
$22.4K
HC
1960
Hurley Capital
New York
$22.4K
OWP
1961
ORG Wealth Partners
Texas
$22.4K
AFG
1962
Albion Financial Group
Utah
$21.5K
T
1963
TOBAM
France
$21K
HNW
1964
High Note Wealth
Minnesota
$20.6K
RWA
1965
Redmont Wealth Advisors
Illinois
$20.1K
AG
1966
AmeriFlex Group
Nevada
$19.7K
HNB
1967
Hilltop National Bank
Wyoming
$19.2K
W
1968
WealthCollab
Washington
$19.2K
IWM
1969
IMG Wealth Management
Florida
$18.3K
BI
1970
Binnacle Investments
Iowa
$17.4K
MSWA
1971
Marshall & Sterling Wealth Advisors
New York
$16.1K
BC
1972
Barrett & Company
Rhode Island
$16.1K
SWIM
1973
Smallwood Wealth Investment Management
New Jersey
$16.1K
JFG
1974
JDM Financial Group
Texas
$16.1K
MAM
1975
Marquette Asset Management
Minnesota
$15.7K