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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
VNA
1951
Valley National Advisers
Pennsylvania
$36K
IUHSA
1952
Itau Unibanco Holding S.A.
Brazil
$34.9K
HHMI
1953
Howard Hughes Medical Institute
Maryland
$34.4K
MAM
1954
Meeder Asset Management
Ohio
$34.4K
FCG
1955
Financial Connections Group
California
$32K
AEPWM
1956
Atlantic Edge Private Wealth Management
Florida
$31.3K
FCAS
1957
First Command Advisory Services
Texas
$31.3K
PK
1958
Pflug Koory
Nebraska
$31.3K
POIA
1959
Pin Oak Investment Advisors
Texas
$29.5K
MSG
1960
Main Street Group
Virginia
$29.5K
EPW
1961
Evergreen Private Wealth
Colorado
$29.5K
CJ
1962
Caitlin John
Michigan
$29.5K
HIMS
1963
Hager Investment Management Services
New Hampshire
$29.1K
NCM
1964
Northwest Capital Management
Oregon
$28.2K
GWS
1965
Greykasell Wealth Strategies
California
$27.3K
HFS
1966
Hughes Financial Services
Virginia
$27.1K
KSWA
1967
Kathleen S. Wright Associates
Pennsylvania
$26.8K
AA
1968
Addison Advisors
Vermont
$26.4K
ATC
1969
Adirondack Trust Company
New York
$26.4K
KFI
1970
Key Financial Inc
Pennsylvania
$26.3K
PGAM
1971
Princeton Global Asset Management
New Jersey
$24.6K
MSWM
1972
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K
T
1973
Tidemark
California
$24.1K
CYG
1974
Clean Yield Group
Vermont
$24.1K
FPF
1975
First Pacific Financial
Washington
$23.3K