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Intuitive Surgical

2,224 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, 1,009 increasing their positions, 696 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,224
Holders Change
+66
Holders Change %
+3.06%
% of All Funds
29.82%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.88%
New
212
Increased
1,009
Reduced
696
Closed
108
Calls
$1.65B
Puts
$1.78B
Net Calls
-$133M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
2001
Tortoise Investment Management
New York
$142K +$7.06K +13 +5%
NSIM
2002
North Star Investment Management
Illinois
$134K
CWM
2003
Cranbrook Wealth Management
Michigan
$133K
HWM
2004
Hemington Wealth Management
Virginia
$126K -$1.03M -1,890 -89%
SNB
2005
Security National Bank
Nebraska
$122K
IWM
2006
Inlight Wealth Management
Georgia
$120K -$1.63K -3 -1%
CA
2007
Crewe Advisors
Utah
$119K +$1.09K +2 +0.9%
GKIM
2008
GW&K Investment Management
Massachusetts
$115K +$23.9K +44 +26%
GC
2009
Garde Capital
Washington
$114K
DWA
2010
Delos Wealth Advisors
Texas
$114K +$114K +210 New
LIA
2011
Limestone Investment Advisors
New York
$114K +$114K +210 New
BCMLT
2012
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$1.63K +3 +1%
NC
2013
NewSquare Capital
Pennsylvania
$110K +$8.7K +16 +9%
CSB
2014
City State Bank
Iowa
$109K
JSAM
2015
J. Safra Asset Management
New York
$107K
PHK
2016
Point72 Hong Kong
Hong Kong
$106K +$106K +196 New
BIA
2017
Bell Investment Advisors
California
$105K +$14.1K +26 +16%
FGA
2018
Fortis Group Advisors
New Jersey
$104K
GG
2019
Gleason Group
Kentucky
$103K
VNA
2020
Valley National Advisers
Pennsylvania
$101K -$1.07K -2 -1%
BFPW
2021
BOK Financial Private Wealth
Colorado
$97.8K -$29.9K -55 -23%
TFA
2022
Toth Financial Advisory
Virginia
$97.8K -$1.63K -3 -2%
CIAM
2023
Caitong International Asset Management
Hong Kong
$97.8K +$96.7K +178 +8,900%
AP
2024
Atwood & Palmer
Missouri
$95.1K
HWA
2025
HHM Wealth Advisors
Tennessee
$91.8K -$24.5K -45 -21%