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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1951
Kerr Financial Planning
California
$40.9K +$35.5K +74 New
MA
1952
MCF Advisors
Kentucky
$40.7K +$4.8K +10 +12%
CH
1953
Canton Hathaway
Rhode Island
$40K
DMBA
1954
Deseret Mutual Benefit Administrators
Utah
$38.9K -$5.28K -11 -11%
CB
1955
Community Bank
New York
$38.9K +$41.7K +87 New
GA
1956
Guerra Advisors
Florida
$37.1K +$39.8K +83 New
PWMG
1957
Prestige Wealth Management Group
New Jersey
$36.7K +$3.36K +7 +9%
1M
1958
1248 Management
Missouri
$36.7K
DIP
1959
DT Investment Partners
Pennsylvania
$36.2K
VNA
1960
Valley National Advisers
Pennsylvania
$36K -$50.9K -106 -56%
IUHSA
1961
Itau Unibanco Holding S.A.
Brazil
$34.9K -$480 -1 -1%
HHMI
1962
Howard Hughes Medical Institute
Maryland
$34.4K
MAM
1963
Meeder Asset Management
Ohio
$34.4K
FCG
1964
Financial Connections Group
California
$32K
AEPWM
1965
Atlantic Edge Private Wealth Management
Florida
$31.3K
FCAS
1966
First Command Advisory Services
Texas
$31.3K -$3.36K -7 -9%
PK
1967
Pflug Koory
Nebraska
$31.3K
POIA
1968
Pin Oak Investment Advisors
Texas
$29.5K -$7.2K -15 -19%
EPW
1969
Evergreen Private Wealth
Colorado
$29.5K
MSG
1970
Main Street Group
Virginia
$29.5K
CJ
1971
Caitlin John
Michigan
$29.5K +$31.7K +66 New
HIMS
1972
Hager Investment Management Services
New Hampshire
$29.1K -$113K -235 -78%
NCM
1973
Northwest Capital Management
Oregon
$28.2K
GWS
1974
Greykasell Wealth Strategies
California
$27.3K +$29.3K +61 New
HFS
1975
Hughes Financial Services
Virginia
$27.1K