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Intuitive Surgical

2,242 hedge funds and large institutions have $164B invested in Intuitive Surgical in 2025 Q2 according to their latest regulatory filings, with 212 funds opening new positions, 1,022 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
1951
Smith Anglin Financial
Texas
$215K
OFW
1952
Omnia Family Wealth
Florida
$215K
DBIA
1953
Dumont & Blake Investment Advisors
New Jersey
$215K
FFP
1954
FourThought Financial Partners
Florida
$213K
SMC
1955
Smith, Moore & Co
Missouri
$212K
BB
1956
Busey Bank
Illinois
$212K
WW
1957
Waterfront Wealth
Kansas
$212K
PIM
1958
Platinum Investment Management
Australia
$211K
TI
1959
TTP Investments
California
$211K
HR
1960
Hardy Reed
Mississippi
$211K
CWM
1961
Centric Wealth Management
Illinois
$210K
EFA
1962
Edge Financial Advisors
Illinois
$210K
FA
1963
Fagan Associates
New York
$210K
PWP
1964
Precedent Wealth Partners
Texas
$210K
NA
1965
Nautilus Advisors
California
$210K
SA
1966
Stewardship Advisors
Pennsylvania
$209K
LWL
1967
Leo Wealth LLC
Texas
$209K
TPF
1968
Tribridge Partners Financial
Maryland
$209K
MW
1969
MBL Wealth
North Carolina
$209K
SPWM
1970
Spartan Planning & Wealth Management
North Carolina
$209K
IPAM
1971
Investment Partners Asset Management
New Jersey
$208K
AA
1972
Acorns Advisers
California
$208K
WAM
1973
Walker Asset Management
Missouri
$208K
OFG
1974
Omega Financial Group
California
$207K
WCA
1975
Westover Capital Advisors
Delaware
$206K