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Intuitive Surgical

2,242 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, 1,022 increasing their positions, 698 reducing their positions, and 111 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $1.78B

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$1.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
2001
American National Bank & Trust
Texas
$170K
WA
2002
Whipplewood Advisors
Colorado
$168K
RCM
2003
Raleigh Capital Management
North Carolina
$167K
TCOT
2004
Trust Company of Toledo
Ohio
$167K
RF
2005
Rossby Financial
Florida
$165K
PWS
2006
Peterson Wealth Services
Utah
$165K
PAM
2007
Paradigm Asset Management
New York
$163K
HIMS
2008
Hager Investment Management Services
New Hampshire
$163K
UIA
2009
Ulland Investment Advisors
Minnesota
$163K
NS
2010
NBC Securities
Alabama
$161K
GEA
2011
Glen Eagle Advisors
New Jersey
$154K
AG
2012
AmeriFlex Group
Nevada
$153K
CT
2013
Clearstead Trust
Maine
$151K
BDPWM
2014
Barnes Dennig Private Wealth Management
Ohio
$149K
CSC
2015
Cove Street Capital
California
$147K
FMII
2016
Farmers & Merchants Investments Inc
Nebraska
$146K
TPWA
2017
Twin Peaks Wealth Advisors
California
$142K
TIM
2018
Tortoise Investment Management
New York
$142K
NSIM
2019
North Star Investment Management
Illinois
$134K
CWM
2020
Cranbrook Wealth Management
Michigan
$133K
HWM
2021
Hemington Wealth Management
Virginia
$126K
SNB
2022
Security National Bank
Nebraska
$122K
IWM
2023
Inlight Wealth Management
Georgia
$120K
CA
2024
Crewe Advisors
Utah
$119K
GKIM
2025
GW&K Investment Management
Massachusetts
$115K