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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1976
Kathleen S. Wright Associates
Pennsylvania
$26.8K
AA
1977
Addison Advisors
Vermont
$26.4K -$8.16K -17 -22%
ATC
1978
Adirondack Trust Company
New York
$26.4K +$4.8K +10 +20%
KFI
1979
Key Financial Inc
Pennsylvania
$26.3K
PGAM
1980
Princeton Global Asset Management
New Jersey
$24.6K
MSWM
1981
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K -$3.36K -7 -11%
T
1982
Tidemark
California
$24.1K -$1.92K -4 -7%
CYG
1983
Clean Yield Group
Vermont
$24.1K
FPF
1984
First Pacific Financial
Washington
$23.3K -$480 -1 -2%
BCM
1985
Berbice Capital Management
New York
$22.4K -$146K -305 -86%
OIA
1986
Optimum Investment Advisors
Illinois
$22.4K
PAM
1987
Parvin Asset Management
South Dakota
$22.4K
HC
1988
Hurley Capital
New York
$22.4K +$480 +1 +2%
OWP
1989
ORG Wealth Partners
Texas
$22.4K +$16.8K +35 +233%
AFG
1990
Albion Financial Group
Utah
$21.5K +$1.44K +3 +7%
CNBT
1991
Cornerstone National Bank & Trust
Illinois
$21.5K
KG
1992
Kilter Group
New York
$21K -$960 -2 -4%
T
1993
TOBAM
France
$21K
SA
1994
Scarborough Advisors
Maryland
$20.6K +$1.44K +3 +7%
HNW
1995
High Note Wealth
Minnesota
$20.6K +$6.24K +13 +39%
RWA
1996
Redmont Wealth Advisors
Illinois
$20.1K
AG
1997
AmeriFlex Group
Nevada
$19.7K -$116K -242 -85%
HIW
1998
Holos Integrated Wealth
Pennsylvania
$19.3K
HNB
1999
Hilltop National Bank
Wyoming
$19.2K -$175K -365 -89%
W
2000
WealthCollab
Washington
$19.2K