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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
EFA
1951
Edge Financial Advisors
Illinois
$210K
FA
1952
Fagan Associates
New York
$210K
NA
1953
Nautilus Advisors
California
$210K
PWP
1954
Precedent Wealth Partners
Texas
$210K
SA
1955
Stewardship Advisors
Pennsylvania
$209K
LWL
1956
Leo Wealth LLC
Texas
$209K
TPF
1957
Tribridge Partners Financial
Maryland
$209K
MW
1958
MBL Wealth
North Carolina
$209K
SPWM
1959
Spartan Planning & Wealth Management
North Carolina
$209K
IPAM
1960
Investment Partners Asset Management
New Jersey
$208K
AA
1961
Acorns Advisers
California
$208K
WAM
1962
Walker Asset Management
Missouri
$208K
OFG
1963
Omega Financial Group
California
$207K
WCA
1964
Westover Capital Advisors
Delaware
$206K
HCWM
1965
Hidden Cove Wealth Management
Washington
$205K
BFM
1966
Boothbay Fund Management
New York
$205K
ACM
1967
Adalta Capital Management
New York
$204K
MIC
1968
Meridian Investment Counsel
California
$204K
KCM
1969
Kathmere Capital Management
Pennsylvania
$203K
RTC
1970
Real Talk Capital
Tennessee
$202K
WA
1971
Wealth Architects
California
$202K
NWWA
1972
New Wave Wealth Advisors
Arkansas
$201K
OCM
1973
Osterweis Capital Management
California
$200K
BC
1974
Bayforest Capital
United Kingdom
$199K
CG
1975
Curat Global
New Hampshire
$196K