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Intuitive Surgical

2,231 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, 1,011 increasing their positions, 700 reducing their positions, and 110 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:

1.18% more ownership

Funds ownership: 83.06%84.24% (+1.2%)

7% less call options, than puts

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

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

Holders
2,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
VNA
2026
Valley National Advisers
Pennsylvania
$101K
BFPW
2027
BOK Financial Private Wealth
Colorado
$97.8K
TFA
2028
Toth Financial Advisory
Virginia
$97.8K
CIAM
2029
Caitong International Asset Management
Hong Kong
$97.8K
AP
2030
Atwood & Palmer
Missouri
$95.1K
HWA
2031
HHM Wealth Advisors
Tennessee
$91.8K
EFMH
2032
E Fund Management (HK)
Hong Kong
$90.7K
CWM
2033
Crowley Wealth Management
Delaware
$89.7K
ABWM
2034
Alpine Bank Wealth Management
Colorado
$88K
CHC
2035
City Holding Co
West Virginia
$86.4K
BTD
2036
BankPlus Trust Department
Mississippi
$83.1K
SC
2037
Solstein Capital
California
$82.1K
TIM
2038
Total Investment Management
Arizona
$81.5K
ME
2039
McIlrath & Eck
Washington
$81K
JWA
2040
JFS Wealth Advisors
Pennsylvania
$79.9K
FDCP
2041
Foster Dykema Cabot & Partners
Massachusetts
$79.9K
CTA
2042
Colonial Trust Advisors
South Carolina
$79.9K
TWD
2043
True Wealth Design
Ohio
$78.5K
BBPWM
2044
Blue Bell Private Wealth Management
Pennsylvania
$78.3K
VWM
2045
Vermillion Wealth Management
Minnesota
$77.7K
QL
2046
Quarry LP
New York
$76.1K
S
2047
Sachetta
Massachusetts
$73.9K
SA
2048
SRH Advisors
Kansas
$73.4K
WIM
2049
Westside Investment Management
California
$71.6K
OAJ
2050
Ogorek Anthony Joseph
New York
$71K