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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2001
CBIZ Investment Advisory Services
Ohio
$40.6K
1M
2002
1248 Management
Missouri
$40.6K
MA
2003
MCF Advisors
Kentucky
$40.1K
DIP
2004
DT Investment Partners
Pennsylvania
$40.1K
CYG
2005
Clean Yield Group
Vermont
$40.1K
IUHSA
2006
Itau Unibanco Holding S.A.
Brazil
$40K
POIA
2007
Pin Oak Investment Advisors
Texas
$40K
AWM
2008
Activest Wealth Management
Florida
$39.2K
PWMG
2009
Prestige Wealth Management Group
New Jersey
$37.1K
SC
2010
Solstein Capital
California
$36.6K
DJSG
2011
D.J. St. Germain
Massachusetts
$36.2K
CWM
2012
Compass Wealth Management
Connecticut
$35.7K
FCG
2013
Financial Connections Group
California
$35K
SO
2014
Sierra Ocean
California
$34.7K
PK
2015
Pflug Koory
Nebraska
$34.7K
AEPWM
2016
Atlantic Edge Private Wealth Management
Florida
$34.7K
AA
2017
Addison Advisors
Vermont
$32.7K
MSG
2018
Main Street Group
Virginia
$32.7K
BTD
2019
BankPlus Trust Department
Mississippi
$32.7K
MAM
2020
Meeder Asset Management
Ohio
$31.7K
B
2021
Birchbrook
Maine
$31.2K
NCM
2022
Northwest Capital Management
Oregon
$31.2K
MSWM
2023
Mowery & Schoenfeld Wealth Management
Illinois
$30.2K
KFI
2024
Key Financial Inc
Pennsylvania
$29.7K
KSWA
2025
Kathleen S. Wright Associates
Pennsylvania
$29.7K