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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 930 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.32%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
930
Reduced
697
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IUHSA
2001
Itau Unibanco Holding S.A.
Brazil
$40K -$49K -98 -55%
POIA
2002
Pin Oak Investment Advisors
Texas
$40K
AWM
2003
Activest Wealth Management
Florida
$39.2K -$24.8K -50 -39%
PWMG
2004
Prestige Wealth Management Group
New Jersey
$37.1K
SC
2005
Solstein Capital
California
$36.7K
DJSG
2006
D.J. St. Germain
Massachusetts
$36.2K +$14.9K +30 +70%
CWM
2007
Compass Wealth Management
Connecticut
$35.7K
FCG
2008
Financial Connections Group
California
$35K
SO
2009
Sierra Ocean
California
$34.7K -$2.97K -6 -8%
PK
2010
Pflug Koory
Nebraska
$34.7K
AEPWM
2011
Atlantic Edge Private Wealth Management
Florida
$34.7K +$7.43K +15 +27%
AA
2012
Addison Advisors
Vermont
$32.7K -$3.96K -8 -11%
MSG
2013
Main Street Group
Virginia
$32.7K -$1.49K -3 -4%
BTD
2014
BankPlus Trust Department
Mississippi
$32.7K +$6.44K +13 +25%
MAM
2015
Meeder Asset Management
Ohio
$31.7K -$14.4K -29 -31%
B
2016
Birchbrook
Maine
$31.2K
NCM
2017
Northwest Capital Management
Oregon
$31.2K
MSWM
2018
Mowery & Schoenfeld Wealth Management
Illinois
$30.2K
KFI
2019
Key Financial Inc
Pennsylvania
$29.7K
KSWA
2020
Kathleen S. Wright Associates
Pennsylvania
$29.7K
TCM
2021
TD Capital Management
Tennessee
$29.7K +$22.3K +45 +300%
LFASL
2022
Lugano Financial Advisors SA (LFA)
Switzerland
$29.7K +$29.7K +60 New
SFA
2023
Semmax Financial Advisors
North Carolina
$29.5K
RI
2024
Ridgewood Investments
New Jersey
$29.2K
T
2025
Tidemark
California
$28.2K