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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
AG
2001
AmeriFlex Group
Nevada
$153K
CT
2002
Clearstead Trust
Maine
$151K
BDPWM
2003
Barnes Dennig Private Wealth Management
Ohio
$149K
CSC
2004
Cove Street Capital
California
$147K
FMII
2005
Farmers & Merchants Investments Inc
Nebraska
$146K
TPWA
2006
Twin Peaks Wealth Advisors
California
$142K
TIM
2007
Tortoise Investment Management
New York
$142K
NSIM
2008
North Star Investment Management
Illinois
$134K
CWM
2009
Cranbrook Wealth Management
Michigan
$133K
HWM
2010
Hemington Wealth Management
Virginia
$126K
SNB
2011
Security National Bank
Nebraska
$122K
IWM
2012
Inlight Wealth Management
Georgia
$120K
CA
2013
Crewe Advisors
Utah
$119K
GKIM
2014
GW&K Investment Management
Massachusetts
$115K
GC
2015
Garde Capital
Washington
$114K
DWA
2016
Delos Wealth Advisors
Texas
$114K
LIA
2017
Limestone Investment Advisors
New York
$114K
BCMLT
2018
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K
NC
2019
NewSquare Capital
Pennsylvania
$110K
CSB
2020
City State Bank
Iowa
$109K
JSAM
2021
J. Safra Asset Management
New York
$107K
PHK
2022
Point72 Hong Kong
Hong Kong
$106K
BIA
2023
Bell Investment Advisors
California
$105K
FGA
2024
Fortis Group Advisors
New Jersey
$104K
GG
2025
Gleason Group
Kentucky
$103K