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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
PCFFS
2001
Pacific Center for Financial Services
California
$9.39K
FDW
2002
Fourth Dimension Wealth
Ohio
$9.39K
MLA
2003
MB, Levis & Associates
Pennsylvania
$9.39K
CCM
2004
Cloud Capital Management
Washington
$9K
AAG
2005
Armstrong Advisory Group
Massachusetts
$8.5K
TH
2006
TCTC Holdings
Texas
$8.05K
IA
2007
IFS Advisors
Kansas
$8.05K
FGAM
2008
Financial Gravity Asset Management
Texas
$8.05K
MAFA
2009
MJT & Associates Financial Advisory
Minnesota
$7.6K
NMG
2010
New Millennium Group
Utah
$7.6K
NEWAS
2011
N.E.W. Advisory Services
Wisconsin
$7.16K
OC
2012
Oakworth Capital
Alabama
$7.16K
BGAI
2013
Bruce G. Allen Investments
Colorado
$7.16K
CTB
2014
Country Trust Bank
Illinois
$7.16K
M
2015
MOTCO
Texas
$7.16K
IW
2016
Imprint Wealth
South Carolina
$7.16K
PWMG
2017
Private Wealth Management Group
New Jersey
$6.71K
HWM
2018
HighMark Wealth Management
Minnesota
$6.71K
DWS
2019
Dynamic Wealth Strategies
California
$6.71K
PP
2020
Pingora Partners
Wyoming
$6.71K
DPW
2021
DiNuzzo Private Wealth
Pennsylvania
$6.63K
PP
2022
Pacifica Partners
Canada
$6.57K
ACM
2023
Anfield Capital Management
California
$6.26K
LIM
2024
Longfellow Investment Management
Massachusetts
$6.26K
AIC
2025
Archer Investment Corporation
Indiana
$6.08K