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Intuitive Surgical

2,158 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 930 increasing their positions, 697 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+56
Holders Change %
+2.66%
% of All Funds
29.32%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
1.02%
New
233
Increased
930
Reduced
697
Closed
133
Calls
$1.59B
Puts
$1.67B
Net Calls
-$83.1M
Net Calls Change
+$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
2026
Newbridge Financial Services Group
Florida
$28.2K
EPW
2027
Evergreen Private Wealth
Colorado
$26.7K
GFPC
2028
Global Financial Private Client
Florida
$26.2K +$18.8K +38 +253%
EF
2029
Elite Financial
Idaho
$26K +$26K +54 New
FPF
2030
First Pacific Financial
Washington
$25.8K
PAM
2031
Parvin Asset Management
South Dakota
$24.8K
OIA
2032
Optimum Investment Advisors
Illinois
$24.8K
LWANC
2033
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8K +$991 +2 +4%
CCM
2034
Chilton Capital Management
Texas
$24.8K +$21.3K +43 +614%
HFS
2035
Hughes Financial Services
Virginia
$24.3K +$24.3K +49 New
HC
2036
Hurley Capital
New York
$24.3K
ATC
2037
Adirondack Trust Company
New York
$24.3K -$990 -2 -4%
SIC
2038
SJS Investment Consulting
Ohio
$23.8K +$21.3K +43 +860%
AF
2039
Atala Financial
California
$23.8K
CTWM
2040
Cherry Tree Wealth Management
Minnesota
$22.8K
AFG
2041
Albion Financial Group
Utah
$22.3K
HIW
2042
Holos Integrated Wealth
Pennsylvania
$22.3K
SL
2043
Salomon & Ludwin
Virginia
$22.3K
VWM
2044
Vermillion Wealth Management
Minnesota
$21.3K
W
2045
WealthCollab
Washington
$21.3K
FDW
2046
Fourth Dimension Wealth
Ohio
$20.8K
SMFG
2047
Sumitomo Mitsui Financial Group
Japan
$19.7K +$19.7K +40 New
RAM
2048
Riggs Asset Management
Pennsylvania
$18.8K
BC
2049
Barrett & Company
Rhode Island
$17.8K
MSWA
2050
Marshall & Sterling Wealth Advisors
New York
$17.8K +$2.97K +6 +20%