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Intuitive Surgical

2,242 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, 1,022 increasing their positions, 698 reducing their positions, and 111 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:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
HCWM
1976
Hidden Cove Wealth Management
Washington
$205K
BFM
1977
Boothbay Fund Management
New York
$205K
ACM
1978
Adalta Capital Management
New York
$204K
MIC
1979
Meridian Investment Counsel
California
$204K
KCM
1980
Kathmere Capital Management
Pennsylvania
$203K
WA
1981
Wealth Architects
California
$202K
RTC
1982
Real Talk Capital
Tennessee
$202K
NWWA
1983
New Wave Wealth Advisors
Arkansas
$201K
OCM
1984
Osterweis Capital Management
California
$200K
BC
1985
Bayforest Capital
United Kingdom
$199K
CG
1986
Curat Global
New Hampshire
$196K
BCM
1987
Berbice Capital Management
New York
$193K
RA
1988
Rise Advisors
New York
$192K
HWP
1989
Highline Wealth Partners
California
$191K
WA
1990
WPG Advisers
Maryland
$190K
NRG
1991
Nemes Rush Group
Michigan
$190K
GWM
1992
Gitterman Wealth Management
New Jersey
$189K
AGWCA
1993
Annis Gardner Whiting Capital Advisors
Florida
$189K
CCM
1994
Chilton Capital Management
Texas
$178K
CAM
1995
Clarity Asset Management
Iowa
$177K
CT
1996
Colonial Trust
South Carolina
$176K
PMFA
1997
Plante Moran Financial Advisors
Michigan
$175K
MHR
1998
Matthew Hamilton Rosenberg
$174K
RS
1999
Rakuten Securities
Japan
$173K
CCG
2000
Ceeto Capital Group
Florida
$170K