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Intuitive Surgical

2,099 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 842 increasing their positions, 808 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,099
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.87B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2001
Bare Financial Services
Pennsylvania
$15.2K
CMA
2002
Cedar Mountain Advisors
Oregon
$14.8K
EWP
2003
Elevation Wealth Partners
California
$14.3K
STB
2004
S&T Bank
Pennsylvania
$13.9K
RF
2005
Roxbury Financial
New Jersey
$13.4K
DI
2006
DAGCO Inc
Ohio
$13.4K
CT
2007
Coastline Trust
Rhode Island
$13.4K
KFA
2008
Kelleher Financial Advisors
New York
$13.4K
FPB
2009
First PREMIER Bank
South Dakota
$13K
PSB
2010
Piscataqua Savings Bank
New Hampshire
$12.5K
KA
2011
Kozak & Associates
Colorado
$11.5K
GGI
2012
Godsey & Gibb Inc
Virginia
$11.2K
FNWA
2013
Financial Network Wealth Advisors
Utah
$11.2K
JAM
2014
JCIC Asset Management
Ontario, Canada
$11.2K
PFSC
2015
Peoples Financial Services Corp
Pennsylvania
$11.2K
VWA
2016
VSM Wealth Advisory
Maryland
$10.7K
BFS
2017
Burkett Financial Services
South Carolina
$10.7K
BHWM
2018
Beaird Harris Wealth Management
Texas
$10.7K
DCM
2019
Davidson Capital Management
Texas
$10.7K
VWA
2020
Valued Wealth Advisors
Utah
$10.3K
CWP
2021
Clark Wealth Partners
Illinois
$10.2K
CMP
2022
Coston McIsaac & Partners
Maine
$10K
CA
2023
Centerpoint Advisors
Massachusetts
$10K
FFC
2024
First Financial Corp
Indiana
$9.84K
PCFFS
2025
Pacific Center for Financial Services
California
$9.39K