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Intuitive Surgical

2,163 hedge funds and large institutions have $147B invested in Intuitive Surgical in 2025 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 932 increasing their positions, 697 reducing their positions, and 133 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.67B

2.05% less ownership

Funds ownership: 85.11%83.06% (-2.1%)

7% less capital invested

Capital invested by funds: $159B → $147B (-$11.6B)

Holders
2,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59B
Puts
$1.67B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2026
TD Capital Management
Tennessee
$29.7K
LFASL
2027
Lugano Financial Advisors SA (LFA)
Switzerland
$29.7K
SFA
2028
Semmax Financial Advisors
North Carolina
$29.5K
RI
2029
Ridgewood Investments
New Jersey
$29.2K
T
2030
Tidemark
California
$28.2K
NFSG
2031
Newbridge Financial Services Group
Florida
$28.2K
EPW
2032
Evergreen Private Wealth
Colorado
$26.7K
GFPC
2033
Global Financial Private Client
Florida
$26.2K
EF
2034
Elite Financial
Idaho
$26K
FPF
2035
First Pacific Financial
Washington
$25.8K
PAM
2036
Parvin Asset Management
South Dakota
$24.8K
OIA
2037
Optimum Investment Advisors
Illinois
$24.8K
LWANC
2038
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8K
CCM
2039
Chilton Capital Management
Texas
$24.8K
HFS
2040
Hughes Financial Services
Virginia
$24.3K
HC
2041
Hurley Capital
New York
$24.3K
ATC
2042
Adirondack Trust Company
New York
$24.3K
SIC
2043
SJS Investment Consulting
Ohio
$23.8K
AF
2044
Atala Financial
California
$23.8K
CTWM
2045
Cherry Tree Wealth Management
Minnesota
$22.8K
AFG
2046
Albion Financial Group
Utah
$22.3K
HIW
2047
Holos Integrated Wealth
Pennsylvania
$22.3K
SL
2048
Salomon & Ludwin
Virginia
$22.3K
VWM
2049
Vermillion Wealth Management
Minnesota
$21.3K
W
2050
WealthCollab
Washington
$21.3K