ISRG icon

Intuitive Surgical

2,242 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, 1,022 increasing their positions, 698 reducing their positions, and 111 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:

1.22% more ownership

Funds ownership: 83.04%84.27% (+1.2%)

7% less call options, than puts

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

11% less funds holding in top 10

Funds holding in top 10: 7567 (-8)

Holders
2,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
GC
2026
Garde Capital
Washington
$114K
DWA
2027
Delos Wealth Advisors
Texas
$114K
LIA
2028
Limestone Investment Advisors
New York
$114K
BCMLT
2029
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K
NC
2030
NewSquare Capital
Pennsylvania
$110K
CSB
2031
City State Bank
Iowa
$109K
PHK
2032
Point72 Hong Kong
Hong Kong
$106K
BIA
2033
Bell Investment Advisors
California
$105K
FGA
2034
Fortis Group Advisors
New Jersey
$104K
GG
2035
Gleason Group
Kentucky
$103K
VNA
2036
Valley National Advisers
Pennsylvania
$101K
BFPW
2037
BOK Financial Private Wealth
Colorado
$97.8K
TFA
2038
Toth Financial Advisory
Virginia
$97.8K
CIAM
2039
Caitong International Asset Management
Hong Kong
$97.8K
AP
2040
Atwood & Palmer
Missouri
$95.1K
HWA
2041
HHM Wealth Advisors
Tennessee
$91.8K
EFMH
2042
E Fund Management (HK)
Hong Kong
$90.7K
CWM
2043
Crowley Wealth Management
Delaware
$89.7K
ABWM
2044
Alpine Bank Wealth Management
Colorado
$88K
CHC
2045
City Holding Co
West Virginia
$86.4K
BTD
2046
BankPlus Trust Department
Mississippi
$83.1K
SC
2047
Solstein Capital
California
$82.1K
TIM
2048
Total Investment Management
Arizona
$81.5K
ME
2049
McIlrath & Eck
Washington
$81K
JWA
2050
JFS Wealth Advisors
Pennsylvania
$79.9K