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Intuitive Surgical

2,110 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, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
2001
IMG Wealth Management
Florida
$18.3K
BI
2002
Binnacle Investments
Iowa
$17.4K -$1.44K -3 -7%
MSWA
2003
Marshall & Sterling Wealth Advisors
New York
$16.1K
BC
2004
Barrett & Company
Rhode Island
$16.1K
RF
2005
Robinswood Financial
Washington
$16.1K
SWIM
2006
Smallwood Wealth Investment Management
New Jersey
$16.1K
JFG
2007
JDM Financial Group
Texas
$16.1K +$3.36K +7 +24%
MAM
2008
Marquette Asset Management
Minnesota
$15.7K +$16.8K +35 New
SIS
2009
Sound Income Strategies
Florida
$15.5K +$480 +1 +3%
1IA
2010
1620 Investment Advisors
Massachusetts
$15.4K
BFS
2011
Bare Financial Services
Pennsylvania
$15.2K +$6.72K +14 +70%
CMA
2012
Cedar Mountain Advisors
Oregon
$14.8K +$1.44K +3 +10%
EWP
2013
Elevation Wealth Partners
California
$14.3K +$15.4K +32 New
STB
2014
S&T Bank
Pennsylvania
$13.9K +$4.8K +10 +48%
RF
2015
Roxbury Financial
New Jersey
$13.4K -$3.84K -8 -21%
CT
2016
Coastline Trust
Rhode Island
$13.4K
DI
2017
DAGCO Inc
Ohio
$13.4K
KFA
2018
Kelleher Financial Advisors
New York
$13.4K +$14.4K +30 New
FPB
2019
First PREMIER Bank
South Dakota
$13K +$6.72K +14 +100%
PSB
2020
Piscataqua Savings Bank
New Hampshire
$12.5K
KA
2021
Kozak & Associates
Colorado
$11.5K +$10.1K +21 New
GGI
2022
Godsey & Gibb Inc
Virginia
$11.2K
FNWA
2023
Financial Network Wealth Advisors
Utah
$11.2K +$4.32K +9 +56%
JAM
2024
JCIC Asset Management
Ontario, Canada
$11.2K +$12K +25 New
PFSC
2025
Peoples Financial Services Corp
Pennsylvania
$11.2K