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Intuitive Surgical

2,072 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 794 reducing their positions, and 265 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: 6748 (-19)

43% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 265

Holders
2,072
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
NWM
2026
Nova Wealth Management
Florida
$5.99K
RWM
2027
Rialto Wealth Management
New York
$5.81K
CSC
2028
Caldwell Sutter Capital
California
$5.81K
MIM
2029
MTM Investment Management
South Carolina
$5.81K
LWMI
2030
Legacy Wealth Management (Idaho)
Idaho
$5.81K
JGIA
2031
Jackson Grant Investment Advisers
Connecticut
$5.37K
CAC
2032
Core Alternative Capital
Georgia
$5.37K
GWP
2033
Gen-Wealth Partners
Michigan
$5.37K
NFSG
2034
Newbridge Financial Services Group
Florida
$4.92K
PPA
2035
Painted Porch Advisors
California
$4.92K
HFS
2036
Horizon Financial Services
North Carolina
$4.92K
TCB
2037
Texas Capital Bancshares
Texas
$4.92K
WA
2038
WestEnd Advisors
North Carolina
$4.47K
CC
2039
Corsicana & Co
Texas
$4.47K
DF
2040
DecisionPoint Financial
Arizona
$4.38K
PS
2041
PayPay Securities
Japan
$4.25K
API
2042
Asset Planning Inc
California
$4.03K
BHWM
2043
Bay Harbor Wealth Management
Maryland
$4.03K
MWM
2044
Mascoma Wealth Management
New Hampshire
$4.03K
RBC
2045
Roble Belko & Company
Pennsylvania
$4K
NL
2046
NVWM LLC
Pennsylvania
$3.13K
AP
2047
Aspect Partners
Virginia
$3.13K
TCM
2048
Tradewinds Capital Management
Washington
$3.13K
PCM
2049
Perritt Capital Management
Illinois
$3.13K
DFA
2050
DHJJ Financial Advisors
Illinois
$3.13K