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Intuitive Surgical

2,099 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, 842 increasing their positions, 808 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

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
2,099
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
BCM
1976
Berbice Capital Management
New York
$22.4K
OIA
1977
Optimum Investment Advisors
Illinois
$22.4K
PAM
1978
Parvin Asset Management
South Dakota
$22.4K
HC
1979
Hurley Capital
New York
$22.4K
OWP
1980
ORG Wealth Partners
Texas
$22.4K
AFG
1981
Albion Financial Group
Utah
$21.5K
CNBT
1982
Cornerstone National Bank & Trust
Illinois
$21.5K
KG
1983
Kilter Group
New York
$21K
T
1984
TOBAM
France
$21K
SA
1985
Scarborough Advisors
Maryland
$20.6K
HNW
1986
High Note Wealth
Minnesota
$20.6K
RWA
1987
Redmont Wealth Advisors
Illinois
$20.1K
AG
1988
AmeriFlex Group
Nevada
$19.7K
HIW
1989
Holos Integrated Wealth
Pennsylvania
$19.3K
HNB
1990
Hilltop National Bank
Wyoming
$19.2K
W
1991
WealthCollab
Washington
$19.2K
IWM
1992
IMG Wealth Management
Florida
$18.3K
BI
1993
Binnacle Investments
Iowa
$17.4K
MSWA
1994
Marshall & Sterling Wealth Advisors
New York
$16.1K
BC
1995
Barrett & Company
Rhode Island
$16.1K
SWIM
1996
Smallwood Wealth Investment Management
New Jersey
$16.1K
JFG
1997
JDM Financial Group
Texas
$16.1K
MAM
1998
Marquette Asset Management
Minnesota
$15.7K
SIS
1999
Sound Income Strategies
Florida
$15.5K
1IA
2000
1620 Investment Advisors
Massachusetts
$15.4K