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Intuitive Surgical

2,084 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 835 increasing their positions, 801 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

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

44% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 266

Holders
2,084
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
JAM
2001
JCIC Asset Management
Ontario, Canada
$11.2K
PFSC
2002
Peoples Financial Services Corp
Pennsylvania
$11.2K
VWA
2003
VSM Wealth Advisory
Maryland
$10.7K
BFS
2004
Burkett Financial Services
South Carolina
$10.7K
DCM
2005
Davidson Capital Management
Texas
$10.7K
BHWM
2006
Beaird Harris Wealth Management
Texas
$10.7K
VWA
2007
Valued Wealth Advisors
Utah
$10.3K
CMP
2008
Coston McIsaac & Partners
Maine
$10K
CA
2009
Centerpoint Advisors
Massachusetts
$10K
FFC
2010
First Financial Corp
Indiana
$9.84K
FDW
2011
Fourth Dimension Wealth
Ohio
$9.39K
PCFFS
2012
Pacific Center for Financial Services
California
$9.39K
MLA
2013
MB, Levis & Associates
Pennsylvania
$9.39K
CCM
2014
Cloud Capital Management
Washington
$9K
CIA
2015
Cape Investment Advisory
Georgia
$8.5K
AAG
2016
Armstrong Advisory Group
Massachusetts
$8.5K
TH
2017
TCTC Holdings
Texas
$8.05K
IA
2018
IFS Advisors
Kansas
$8.05K
FGAM
2019
Financial Gravity Asset Management
Texas
$8.05K
MAFA
2020
MJT & Associates Financial Advisory
Minnesota
$7.6K
NMG
2021
New Millennium Group
Utah
$7.6K
OC
2022
Oakworth Capital
Alabama
$7.16K
BGAI
2023
Bruce G. Allen Investments
Colorado
$7.16K
NEWAS
2024
N.E.W. Advisory Services
Wisconsin
$7.16K
CTB
2025
Country Trust Bank
Illinois
$7.16K