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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
HWP
1951
Highline Wealth Partners
California
$101K
RF
1952
Rossby Financial
Florida
$101K
BCMLT
1953
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K
CSB
1954
City State Bank
Iowa
$99.1K
FGA
1955
Fortis Group Advisors
New Jersey
$94.6K
GG
1956
Gleason Group
Kentucky
$94.1K
VNA
1957
Valley National Advisers
Pennsylvania
$93K
NC
1958
NewSquare Capital
Pennsylvania
$92.1K
TFA
1959
Toth Financial Advisory
Virginia
$90.6K
AP
1960
Atwood & Palmer
Missouri
$86.7K
GKIM
1961
GW&K Investment Management
Massachusetts
$83K
EFMH
1962
E Fund Management (HK)
Hong Kong
$83K
BIA
1963
Bell Investment Advisors
California
$82.7K
CWM
1964
Crowley Wealth Management
Delaware
$81.7K
JWA
1965
JFS Wealth Advisors
Pennsylvania
$75.3K
ME
1966
McIlrath & Eck
Washington
$73.8K
FDCP
1967
Foster Dykema Cabot & Partners
Massachusetts
$72.8K
SCB
1968
Saudi Central Bank
Saudi Arabia
$69.3K
CHC
1969
City Holding Co
West Virginia
$67.8K
SA
1970
SRH Advisors
Kansas
$66.9K
TWD
1971
True Wealth Design
Ohio
$66.6K
S
1972
Sachetta
Massachusetts
$65.4K
ABWM
1973
Alpine Bank Wealth Management
Colorado
$64.9K
VWA
1974
VSM Wealth Advisory
Maryland
$63.9K
BAM
1975
Byrne Asset Management
New Jersey
$61.4K