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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
HIW
1976
Holos Integrated Wealth
Pennsylvania
$19.3K
HNB
1977
Hilltop National Bank
Wyoming
$19.2K
W
1978
WealthCollab
Washington
$19.2K
IWM
1979
IMG Wealth Management
Florida
$18.3K
BI
1980
Binnacle Investments
Iowa
$17.4K
MSWA
1981
Marshall & Sterling Wealth Advisors
New York
$16.1K
BC
1982
Barrett & Company
Rhode Island
$16.1K
SWIM
1983
Smallwood Wealth Investment Management
New Jersey
$16.1K
JFG
1984
JDM Financial Group
Texas
$16.1K
MAM
1985
Marquette Asset Management
Minnesota
$15.7K
SIS
1986
Sound Income Strategies
Florida
$15.5K
1IA
1987
1620 Investment Advisors
Massachusetts
$15.4K
BFS
1988
Bare Financial Services
Pennsylvania
$15.2K
CMA
1989
Cedar Mountain Advisors
Oregon
$14.8K
EWP
1990
Elevation Wealth Partners
California
$14.3K
STB
1991
S&T Bank
Pennsylvania
$13.9K
RF
1992
Roxbury Financial
New Jersey
$13.4K
CT
1993
Coastline Trust
Rhode Island
$13.4K
DI
1994
DAGCO Inc
Ohio
$13.4K
KFA
1995
Kelleher Financial Advisors
New York
$13.4K
FPB
1996
First PREMIER Bank
South Dakota
$13K
PSB
1997
Piscataqua Savings Bank
New Hampshire
$12.5K
KA
1998
Kozak & Associates
Colorado
$11.5K
GGI
1999
Godsey & Gibb Inc
Virginia
$11.2K
FNWA
2000
Financial Network Wealth Advisors
Utah
$11.2K