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Intuitive Surgical

2,222 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, 1,008 increasing their positions, 695 reducing their positions, and 108 closing their positions.

Holders
2,222
Holders Change
+64
Holders Change %
+2.97%
% of All Funds
29.83%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.89%
New
212
Increased
1,008
Reduced
695
Closed
108
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2001
Cranbrook Wealth Management
Michigan
$133K
HWM
2002
Hemington Wealth Management
Virginia
$126K -$1.03M -1,890 -89%
SNB
2003
Security National Bank
Nebraska
$122K
IWM
2004
Inlight Wealth Management
Georgia
$120K -$1.63K -3 -1%
CA
2005
Crewe Advisors
Utah
$119K +$1.09K +2 +0.9%
GKIM
2006
GW&K Investment Management
Massachusetts
$115K +$23.9K +44 +26%
GC
2007
Garde Capital
Washington
$114K
DWA
2008
Delos Wealth Advisors
Texas
$114K +$114K +210 New
LIA
2009
Limestone Investment Advisors
New York
$114K +$114K +210 New
BCMLT
2010
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$1.63K +3 +1%
NC
2011
NewSquare Capital
Pennsylvania
$110K +$8.7K +16 +9%
CSB
2012
City State Bank
Iowa
$109K
JSAM
2013
J. Safra Asset Management
New York
$107K
PHK
2014
Point72 Hong Kong
Hong Kong
$106K +$106K +196 New
BIA
2015
Bell Investment Advisors
California
$105K +$14.1K +26 +16%
FGA
2016
Fortis Group Advisors
New Jersey
$104K
GG
2017
Gleason Group
Kentucky
$103K
VNA
2018
Valley National Advisers
Pennsylvania
$101K -$1.07K -2 -1%
BFPW
2019
BOK Financial Private Wealth
Colorado
$97.8K -$29.9K -55 -23%
TFA
2020
Toth Financial Advisory
Virginia
$97.8K -$1.63K -3 -2%
CIAM
2021
Caitong International Asset Management
Hong Kong
$97.8K +$96.7K +178 +8,900%
AP
2022
Atwood & Palmer
Missouri
$95.1K
HWA
2023
HHM Wealth Advisors
Tennessee
$91.8K -$24.5K -45 -21%
EFMH
2024
E Fund Management (HK)
Hong Kong
$90.7K
CWM
2025
Crowley Wealth Management
Delaware
$89.7K