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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

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: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.7%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2026
VSM Wealth Advisory
Maryland
$10.7K -$50.4K -105 -81%
BFS
2027
Burkett Financial Services
South Carolina
$10.7K
BHWM
2028
Beaird Harris Wealth Management
Texas
$10.7K +$2.88K +6 +33%
DCM
2029
Davidson Capital Management
Texas
$10.7K +$2.88K +6 +33%
VWA
2030
Valued Wealth Advisors
Utah
$10.3K -$960 -2 -8%
CWP
2031
Clark Wealth Partners
Illinois
$10.2K
CMP
2032
Coston McIsaac & Partners
Maine
$10K
CA
2033
Centerpoint Advisors
Massachusetts
$10K +$10.6K +22 New
FFC
2034
First Financial Corp
Indiana
$9.84K
FDW
2035
Fourth Dimension Wealth
Ohio
$9.39K
MLA
2036
MB, Levis & Associates
Pennsylvania
$9.39K
PCFFS
2037
Pacific Center for Financial Services
California
$9.39K
CCM
2038
Cloud Capital Management
Washington
$9K +$10.6K +22 New
CIA
2039
Cape Investment Advisory
Georgia
$8.5K +$1.44K +3 +19%
AAG
2040
Armstrong Advisory Group
Massachusetts
$8.5K +$2.4K +5 +36%
IA
2041
IFS Advisors
Kansas
$8.05K
TH
2042
TCTC Holdings
Texas
$8.05K
FGAM
2043
Financial Gravity Asset Management
Texas
$8.05K +$8.64K +18 New
MAFA
2044
MJT & Associates Financial Advisory
Minnesota
$7.6K
NMG
2045
New Millennium Group
Utah
$7.6K +$1.44K +3 +21%
BGAI
2046
Bruce G. Allen Investments
Colorado
$7.16K
NEWAS
2047
N.E.W. Advisory Services
Wisconsin
$7.16K
OC
2048
Oakworth Capital
Alabama
$7.16K
CTB
2049
Country Trust Bank
Illinois
$7.16K +$480 +1 +7%
M
2050
MOTCO
Texas
$7.16K +$6.24K +13 +433%