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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
SIS
1976
Sound Income Strategies
Florida
$15.5K
1IA
1977
1620 Investment Advisors
Massachusetts
$15.4K
BFS
1978
Bare Financial Services
Pennsylvania
$15.2K
CMA
1979
Cedar Mountain Advisors
Oregon
$14.8K
EWP
1980
Elevation Wealth Partners
California
$14.3K
STB
1981
S&T Bank
Pennsylvania
$13.9K
RF
1982
Roxbury Financial
New Jersey
$13.4K
DI
1983
DAGCO Inc
Ohio
$13.4K
CT
1984
Coastline Trust
Rhode Island
$13.4K
KFA
1985
Kelleher Financial Advisors
New York
$13.4K
FPB
1986
First PREMIER Bank
South Dakota
$13K
PSB
1987
Piscataqua Savings Bank
New Hampshire
$12.5K
KA
1988
Kozak & Associates
Colorado
$11.5K
GGI
1989
Godsey & Gibb Inc
Virginia
$11.2K
FNWA
1990
Financial Network Wealth Advisors
Utah
$11.2K
JAM
1991
JCIC Asset Management
Ontario, Canada
$11.2K
PFSC
1992
Peoples Financial Services Corp
Pennsylvania
$11.2K
VWA
1993
VSM Wealth Advisory
Maryland
$10.7K
BFS
1994
Burkett Financial Services
South Carolina
$10.7K
DCM
1995
Davidson Capital Management
Texas
$10.7K
BHWM
1996
Beaird Harris Wealth Management
Texas
$10.7K
VWA
1997
Valued Wealth Advisors
Utah
$10.3K
CMP
1998
Coston McIsaac & Partners
Maine
$10K
CA
1999
Centerpoint Advisors
Massachusetts
$10K
FFC
2000
First Financial Corp
Indiana
$9.84K