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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
EPW
1951
Evergreen Private Wealth
Colorado
$29.5K
CJ
1952
Caitlin John
Michigan
$29.5K
HIMS
1953
Hager Investment Management Services
New Hampshire
$29.1K
NCM
1954
Northwest Capital Management
Oregon
$28.2K
GWS
1955
Greykasell Wealth Strategies
California
$27.3K
HFS
1956
Hughes Financial Services
Virginia
$27.1K
KSWA
1957
Kathleen S. Wright Associates
Pennsylvania
$26.8K
AA
1958
Addison Advisors
Vermont
$26.4K
ATC
1959
Adirondack Trust Company
New York
$26.4K
KFI
1960
Key Financial Inc
Pennsylvania
$26.3K
PGAM
1961
Princeton Global Asset Management
New Jersey
$24.6K
MSWM
1962
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K
T
1963
Tidemark
California
$24.1K
CYG
1964
Clean Yield Group
Vermont
$24.1K
FPF
1965
First Pacific Financial
Washington
$23.3K
BCM
1966
Berbice Capital Management
New York
$22.4K
OIA
1967
Optimum Investment Advisors
Illinois
$22.4K
PAM
1968
Parvin Asset Management
South Dakota
$22.4K
HC
1969
Hurley Capital
New York
$22.4K
OWP
1970
ORG Wealth Partners
Texas
$22.4K
AFG
1971
Albion Financial Group
Utah
$21.5K
T
1972
TOBAM
France
$21K
HNW
1973
High Note Wealth
Minnesota
$20.6K
RWA
1974
Redmont Wealth Advisors
Illinois
$20.1K
AG
1975
AmeriFlex Group
Nevada
$19.7K