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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1976
Capital Advisors Ltd
Ohio
$61K
MS
1977
Mizuho Securities
Japan
$59.4K
FA
1978
Financial Avengers
California
$59.4K
BBPWM
1979
Blue Bell Private Wealth Management
Pennsylvania
$59.4K
PP
1980
PrairieView Partners
Minnesota
$59K
SOW
1981
State of Wyoming
Wyoming
$57.5K
DCM
1982
Disciplina Capital Management
Tennessee
$56.5K
CPG
1983
Cornerstone Planning Group
New Jersey
$56.1K
MFC
1984
Mechanics Financial Corp
Ohio
$55.5K
GIA
1985
GHP Investment Advisors
Colorado
$55K
IMC
1986
Investment Management Corporation
Virginia
$55K
MAS
1987
MPWM Advisory Solutions
Georgia
$54.5K
BWM
1988
Bernard Wealth Management
Michigan
$53.5K
UCB
1989
United Community Bank
South Carolina
$52K
MCA
1990
Midwest Capital Advisors
Michigan
$51.5K
CTA
1991
Colonial Trust Advisors
South Carolina
$50.5K
MCA
1992
Maryland Capital Advisors
Maryland
$49.5K
DMBA
1993
Deseret Mutual Benefit Administrators
Utah
$48.5K
FFO
1994
Fortitude Family Office
Arizona
$46.6K
CWM
1995
Centricity Wealth Management
Ohio
$45.1K
CH
1996
Canton Hathaway
Rhode Island
$45K
ACA
1997
American Capital Advisory
Idaho
$44.6K
MIA
1998
MeadowBrook Investment Advisors
Michigan
$44.6K
BI
1999
Binnacle Investments
Iowa
$43.6K
BOJHT
2000
Bank of Jackson Hole Trust
Wyoming
$43K