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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
BCM
1976
Berbice Capital Management
New York
$193K
RA
1977
Rise Advisors
New York
$192K
HWP
1978
Highline Wealth Partners
California
$191K
WA
1979
WPG Advisers
Maryland
$190K
NRG
1980
Nemes Rush Group
Michigan
$190K
GWM
1981
Gitterman Wealth Management
New Jersey
$189K
AGWCA
1982
Annis Gardner Whiting Capital Advisors
Florida
$189K
CCM
1983
Chilton Capital Management
Texas
$178K
CAM
1984
Clarity Asset Management
Iowa
$177K
CT
1985
Colonial Trust
South Carolina
$176K
PMFA
1986
Plante Moran Financial Advisors
Michigan
$175K
MHR
1987
Matthew Hamilton Rosenberg
$174K
RS
1988
Rakuten Securities
Japan
$173K
CCG
1989
Ceeto Capital Group
Florida
$170K
ANBT
1990
American National Bank & Trust
Texas
$170K
WA
1991
Whipplewood Advisors
Colorado
$168K
RCM
1992
Raleigh Capital Management
North Carolina
$167K
TCOT
1993
Trust Company of Toledo
Ohio
$167K
RF
1994
Rossby Financial
Florida
$165K
PWS
1995
Peterson Wealth Services
Utah
$165K
PAM
1996
Paradigm Asset Management
New York
$163K
HIMS
1997
Hager Investment Management Services
New Hampshire
$163K
UIA
1998
Ulland Investment Advisors
Minnesota
$163K
NS
1999
NBC Securities
Alabama
$161K
GEA
2000
Glen Eagle Advisors
New Jersey
$154K